-21.0%
MDLN vs BEN
+49.2%
-70.2%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.3% | -3.5% | -4.5% |
| 7D | -11.5% | +0.3% | -11.8% | -11.5% |
| 30D | -7.6% | +0.9% | -8.5% | -7.8% |
| 3M | -11.4% | +9.2% | -20.5% | -11.8% |
| 6M | -24.5% | +36.8% | -61.2% | -30.5% |
| YTD | -22.9% | +44.4% | -67.3% | -23.7% |
| All | -21.0% | +49.2% | -70.2% | -20.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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