-1.6%
MDLN vs HIG
+1.6%
-3.2%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | +2.4% | +16.0% | +17.8% |
| 7D | +24.7% | +6.2% | +18.4% | +23.6% |
| 30D | +12.7% | +9.4% | +3.3% | +11.7% |
| 3M | -4.0% | -2.3% | -1.7% | -4.1% |
| 6M | -8.7% | +4.2% | -12.8% | -9.2% |
| YTD | -3.9% | +1.6% | -5.5% | -2.6% |
| All | -1.6% | +1.6% | -3.2% | -0.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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