-20.7%
MDLN vs FND
-22.1%
+1.5%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.0% | -0.6% | +0.2% |
| 7D | -11.1% | -5.8% | -5.3% | -9.8% |
| 30D | -8.4% | -20.2% | +11.8% | -3.3% |
| 3M | -12.4% | -12.0% | -0.4% | -9.6% |
| 6M | -23.3% | -18.5% | -4.8% | -19.8% |
| YTD | -22.5% | -22.3% | -0.3% | -15.8% |
| All | -20.7% | -22.1% | +1.5% | -13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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