-1.6%
MDLN vs BTG
+12.0%
-13.6%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | +8.7% | +9.6% | +17.5% |
| 7D | +24.7% | -0.2% | +24.8% | +24.2% |
| 30D | +12.7% | -0.8% | +13.5% | +12.4% |
| 3M | -4.0% | +31.8% | -35.9% | -5.0% |
| 6M | -8.7% | +20.4% | -29.1% | -9.5% |
| YTD | -3.9% | +14.7% | -18.7% | -10.0% |
| All | -1.6% | +12.0% | -13.6% | -7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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