-3.7%
MDLN vs IWD
+26.9%
-30.7%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.6% |
| 7D | -0.4% | +2.3% | -2.7% | -3.1% |
| 30D | +9.9% | +3.6% | +6.3% | +6.1% |
| 3M | +10.9% | +2.2% | +8.8% | +8.6% |
| 6M | +2.0% | +13.0% | -11.0% | -6.4% |
| YTD | -6.0% | +26.5% | -32.5% | -14.0% |
| All | -3.7% | +26.9% | -30.7% | -11.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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