-21.0%
MDLN vs EXR
+6.2%
-27.2%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.6% | -5.5% | -5.2% |
| 7D | -11.5% | -3.2% | -8.3% | -10.1% |
| 30D | -7.6% | -6.9% | -0.7% | -4.4% |
| 3M | -11.4% | -7.8% | -3.6% | -7.8% |
| 6M | -24.5% | -4.9% | -19.6% | -23.0% |
| YTD | -22.9% | +7.2% | -30.0% | -22.2% |
| All | -21.0% | +6.2% | -27.2% | -20.2% |
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