-3.3%
MDLN vs DOC
+31.5%
-34.9%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.4% |
| 7D | +23.4% | +6.5% | +16.9% | +23.1% |
| 30D | +11.8% | +9.2% | +2.7% | +11.6% |
| 3M | +14.9% | -2.5% | +17.4% | +14.4% |
| 6M | -5.6% | +7.1% | -12.7% | -4.0% |
| YTD | -5.6% | +33.0% | -38.6% | +1.6% |
| All | -3.3% | +31.5% | -34.9% | +3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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