-3.0%
MDLN vs AZO
-2.7%
-0.3%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.2% |
| 7D | +24.2% | +5.5% | +18.8% | +21.9% |
| 30D | +11.8% | +14.2% | -2.3% | +6.6% |
| 3M | +8.4% | +7.9% | +0.5% | +5.3% |
| 6M | -12.3% | -6.6% | -5.7% | -11.6% |
| YTD | -5.3% | -2.4% | -2.9% | -9.3% |
| All | -3.0% | -2.7% | -0.3% | -7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded AZO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling