-10.8%
MDLN vs LII
-19.7%
+8.9%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.2% | -1.2% | -0.1% |
| 7D | +3.7% | -0.7% | +4.4% | +3.8% |
| 30D | -0.2% | -12.6% | +12.4% | +1.5% |
| 3M | +6.2% | -24.4% | +30.7% | +9.0% |
| 6M | -14.7% | -28.7% | +14.0% | -15.1% |
| YTD | -12.9% | -19.1% | +6.3% | -10.1% |
| All | -10.8% | -19.7% | +8.9% | -7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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