-10.8%
MDLN vs BB
+75.0%
-85.8%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +3.7% | -5.6% | +9.4% | +3.6% |
| 30D | -0.2% | -11.8% | +11.6% | -0.4% |
| 3M | +6.2% | -25.5% | +31.7% | +4.6% |
| 6M | -14.7% | +121.3% | -135.9% | -16.3% |
| YTD | -12.9% | +103.2% | -116.0% | -15.4% |
| All | -10.8% | +75.0% | -85.8% | -15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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