-15.4%
MDLN vs BEN
+53.6%
-69.0%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.2% | -5.0% | -5.1% |
| 7D | -1.2% | +4.7% | -5.9% | -2.5% |
| 30D | -1.5% | +2.6% | -4.1% | -2.2% |
| 3M | +2.6% | +11.5% | -8.9% | +1.3% |
| 6M | -20.9% | +35.3% | -56.2% | -27.5% |
| YTD | -17.4% | +48.6% | -66.0% | -19.0% |
| All | -15.4% | +53.6% | -69.0% | -15.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling