-1.6%
MDLN vs BDX
+38.4%
-40.0%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | +5.6% | +12.8% | +15.0% |
| 7D | +24.7% | +7.2% | +17.5% | +20.3% |
| 30D | +12.7% | +15.8% | -3.1% | +4.9% |
| 3M | -4.0% | +23.7% | -27.7% | -13.7% |
| 6M | -8.7% | +44.8% | -53.5% | -23.6% |
| YTD | -3.9% | +39.8% | -43.7% | -15.8% |
| All | -1.6% | +38.4% | -40.0% | -13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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