-21.0%
MDLN vs DAR
+88.0%
-109.0%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.7% | -3.2% | -5.1% |
| 7D | -11.5% | +0.9% | -12.4% | -11.3% |
| 30D | -7.6% | +6.4% | -14.0% | -6.9% |
| 3M | -11.4% | +13.2% | -24.6% | -10.5% |
| 6M | -24.5% | +26.2% | -50.6% | -22.4% |
| YTD | -22.9% | +84.4% | -107.2% | -13.9% |
| All | -21.0% | +88.0% | -109.0% | -10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 5y: compounded portfolio wealth divided by compounded DAR 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…
5y analysis · Full analysis span regression · 6 months rolling