-1.6%
MDLN vs IVZ
+13.2%
-14.8%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | +4.2% | +14.2% | +17.7% |
| 7D | +24.7% | +2.6% | +22.0% | +24.1% |
| 30D | +12.7% | -3.5% | +16.2% | +12.7% |
| 3M | -4.0% | -7.4% | +3.4% | -3.7% |
| 6M | -8.7% | +14.7% | -23.4% | -9.4% |
| YTD | -3.9% | +14.6% | -18.5% | -4.9% |
| All | -1.6% | +13.2% | -14.8% | -2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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