-3.7%
MDLN vs BUD
+32.6%
-36.4%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.1% | -2.4% | -1.7% |
| 7D | -0.4% | +1.0% | -1.4% | -0.9% |
| 30D | +9.9% | +6.7% | +3.2% | +7.4% |
| 3M | +10.9% | +5.7% | +5.2% | +8.7% |
| 6M | +2.0% | +5.8% | -3.9% | -1.3% |
| YTD | -6.0% | +34.4% | -40.4% | -22.6% |
| All | -3.7% | +32.6% | -36.4% | -19.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling