-1.6%
MDLN vs EXEL
+74.6%
-76.2%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | +0.6% | +17.8% | +18.2% |
| 7D | +24.7% | +9.8% | +14.9% | +21.5% |
| 30D | +12.7% | +23.6% | -10.9% | +6.3% |
| 3M | -4.0% | +29.9% | -33.9% | -10.6% |
| 6M | -8.7% | +64.7% | -73.4% | -17.7% |
| YTD | -3.9% | +66.0% | -69.9% | -13.9% |
| All | -1.6% | +74.6% | -76.2% | -13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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