-3.7%
MDLN vs CASY
+29.2%
-33.0%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.0% | -1.3% |
| 7D | -0.4% | +3.6% | -4.0% | -0.7% |
| 30D | +9.9% | +9.1% | +0.8% | +9.1% |
| 3M | +10.9% | -16.5% | +27.4% | +12.0% |
| 6M | +2.0% | -19.7% | +21.7% | +5.7% |
| YTD | -6.0% | +29.3% | -35.3% | -15.8% |
| All | -3.7% | +29.2% | -33.0% | -13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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