-1.6%
MDLN vs EXR
+26.8%
-28.4%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | +3.1% | +15.3% | +16.8% |
| 7D | +24.7% | +11.3% | +13.4% | +19.5% |
| 30D | +12.7% | +21.2% | -8.5% | +4.3% |
| 3M | -4.0% | +8.7% | -12.7% | -6.7% |
| 6M | -8.7% | +18.2% | -26.9% | -13.4% |
| YTD | -3.9% | +27.9% | -31.9% | -10.0% |
| All | -1.6% | +26.8% | -28.4% | -7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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