-1.6%
MDLN vs EXE
-17.4%
+15.8%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | -2.9% | +21.3% | +17.8% |
| 7D | +24.7% | -4.7% | +29.3% | +23.8% |
| 30D | +12.7% | +1.0% | +11.7% | +12.7% |
| 3M | -4.0% | -5.6% | +1.6% | -4.7% |
| 6M | -8.7% | -12.3% | +3.6% | -8.6% |
| YTD | -3.9% | -19.5% | +15.6% | -0.4% |
| All | -1.6% | -17.4% | +15.8% | +1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 EXE 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