-10.8%
MDLN vs EXEL
+41.6%
-52.4%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | +0.1% |
| 7D | +3.7% | +8.4% | -4.7% | +1.6% |
| 30D | -0.2% | +4.1% | -4.3% | -1.2% |
| 3M | +6.2% | +12.4% | -6.2% | +3.5% |
| 6M | -14.7% | +41.5% | -56.2% | -20.4% |
| YTD | -12.9% | +34.6% | -47.5% | -17.2% |
| All | -10.8% | +41.6% | -52.4% | -16.4% |
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