-15.4%
MDLN vs EXPD
+25.1%
-40.5%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -1.5% | -3.7% | -4.9% |
| 7D | -1.2% | -0.9% | -0.3% | -1.0% |
| 30D | -1.5% | +4.1% | -5.6% | -2.3% |
| 3M | +2.6% | +13.8% | -11.1% | +0.4% |
| 6M | -20.9% | +27.3% | -48.1% | -23.8% |
| YTD | -17.4% | +25.4% | -42.8% | -18.7% |
| All | -15.4% | +25.1% | -40.5% | -16.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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