-3.7%
MDLN vs D
+17.4%
-21.1%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.3% |
| 7D | -0.4% | -1.4% | +0.9% | 0.0% |
| 30D | +9.9% | +7.7% | +2.1% | +8.9% |
| 3M | +10.9% | -0.3% | +11.2% | +11.4% |
| 6M | +2.0% | +10.1% | -8.1% | +2.3% |
| YTD | -6.0% | +19.1% | -25.1% | -5.7% |
| All | -3.7% | +17.4% | -21.1% | -3.1% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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