-1.6%
MDLN vs BUD
+30.9%
-32.4%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | +3.1% | +15.3% | +17.2% |
| 7D | +24.7% | +3.3% | +21.3% | +23.3% |
| 30D | +12.7% | +11.8% | +0.9% | +9.0% |
| 3M | -4.0% | -1.1% | -2.9% | -4.3% |
| 6M | -8.7% | +14.9% | -23.6% | -14.7% |
| YTD | -3.9% | +32.6% | -36.5% | -20.5% |
| All | -1.6% | +30.9% | -32.4% | -17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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