-10.8%
MDLN vs MDY
+14.5%
-25.2%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | -0.1% |
| 7D | +3.7% | +0.1% | +3.6% | +3.6% |
| 30D | -0.2% | -1.5% | +1.3% | +0.7% |
| 3M | +6.2% | +0.8% | +5.4% | +6.1% |
| 6M | -14.7% | +7.4% | -22.1% | -18.3% |
| YTD | -12.9% | +15.2% | -28.1% | -12.8% |
| All | -10.8% | +14.5% | -25.2% | -10.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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