-21.0%
MDLN vs BTI
-0.2%
-20.8%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.0% | -5.9% | -5.1% |
| 7D | -11.5% | -2.0% | -9.5% | -11.1% |
| 30D | -7.6% | -3.4% | -4.1% | -7.0% |
| 3M | -11.4% | -9.0% | -2.4% | -10.0% |
| 6M | -24.5% | -5.0% | -19.5% | -23.1% |
| YTD | -22.9% | -0.3% | -22.5% | -21.2% |
| All | -21.0% | -0.2% | -20.8% | -19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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