-20.7%
MDLN vs BBY
+30.0%
-50.6%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.1% | -2.6% | 0.0% |
| 7D | -11.1% | +0.6% | -11.7% | -11.2% |
| 30D | -8.4% | +9.4% | -17.8% | -9.4% |
| 3M | -12.4% | +19.3% | -31.7% | -13.6% |
| 6M | -23.3% | +47.9% | -71.2% | -23.7% |
| YTD | -22.5% | +39.6% | -62.1% | -23.2% |
| All | -20.7% | +30.0% | -50.6% | -23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 5y: compounded portfolio wealth divided by compounded BBY 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…
5y analysis · Full analysis span regression · 6 months rolling