-1.6%
MDLN vs GEN
+14.5%
-16.1%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | +4.0% | +14.4% | +18.0% |
| 7D | +24.7% | +26.9% | -2.2% | +23.2% |
| 30D | +12.7% | +38.6% | -25.9% | +10.9% |
| 3M | -4.0% | +9.7% | -13.8% | -4.3% |
| 6M | -8.7% | +58.9% | -67.6% | -10.9% |
| YTD | -3.9% | +15.3% | -19.3% | -1.7% |
| All | -1.6% | +14.5% | -16.1% | +1.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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