-20.7%
MDLN vs GEN
+12.2%
-32.8%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.0% | -0.5% | +0.3% |
| 7D | -11.1% | -1.3% | -9.8% | -10.9% |
| 30D | -8.4% | +6.1% | -14.5% | -8.9% |
| 3M | -12.4% | +27.0% | -39.3% | -13.5% |
| 6M | -23.3% | +43.9% | -67.1% | -25.0% |
| YTD | -22.5% | +13.0% | -35.5% | -21.0% |
| All | -20.7% | +12.2% | -32.8% | -18.5% |
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