-1.6%
MDLN vs IBN
+5.8%
-7.4%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | +3.8% | +14.6% | +15.8% |
| 7D | +24.7% | +8.9% | +15.7% | +18.9% |
| 30D | +12.7% | +12.6% | +0.1% | +5.5% |
| 3M | -4.0% | +3.1% | -7.1% | -5.5% |
| 6M | -8.7% | +20.6% | -29.3% | -17.0% |
| YTD | -3.9% | +5.8% | -9.7% | -8.9% |
| All | -1.6% | +5.8% | -7.4% | -7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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