-17.0%
MDLN vs BUD
+22.0%
-38.9%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.2% | +0.3% | -1.3% |
| 7D | -6.2% | -1.3% | -4.9% | -5.8% |
| 30D | +0.7% | -6.1% | +6.9% | +2.2% |
| 3M | -5.4% | -3.8% | -1.7% | -5.3% |
| 6M | -21.6% | +8.2% | -29.7% | -25.8% |
| YTD | -18.9% | +23.6% | -42.5% | -31.4% |
| All | -17.0% | +22.0% | -38.9% | -28.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling