-17.0%
MDLN vs GEN
+10.3%
-27.3%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.7% | -1.8% |
| 7D | -6.2% | -2.9% | -3.3% | -5.8% |
| 30D | +0.7% | +2.1% | -1.3% | +0.5% |
| 3M | -5.4% | +19.7% | -25.2% | -6.7% |
| 6M | -21.6% | +33.3% | -54.8% | -22.6% |
| YTD | -18.9% | +11.1% | -30.0% | -17.2% |
| All | -17.0% | +10.3% | -27.3% | -14.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling