-20.7%
MDLN vs INDA
-8.5%
-12.2%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.0% | -0.5% | -0.3% |
| 7D | -11.1% | -2.7% | -8.4% | -9.3% |
| 30D | -8.4% | -2.8% | -5.6% | -6.4% |
| 3M | -12.4% | +1.6% | -14.0% | -12.7% |
| 6M | -23.3% | -1.4% | -21.8% | -21.7% |
| YTD | -22.5% | -10.1% | -12.4% | -14.0% |
| All | -20.7% | -8.5% | -12.2% | -13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 5y: compounded portfolio wealth divided by compounded INDA 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…
5y analysis · Full analysis span regression · 6 months rolling