-1.6%
MDLN vs NDAQ
+19.1%
-20.6%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | +2.6% | +15.8% | +17.6% |
| 7D | +24.7% | +3.9% | +20.7% | +23.5% |
| 30D | +12.7% | +19.0% | -6.3% | +8.1% |
| 3M | -4.0% | +17.6% | -21.6% | -7.8% |
| 6M | -8.7% | +21.0% | -29.7% | -13.0% |
| YTD | -3.9% | +14.1% | -18.0% | -10.0% |
| All | -1.6% | +19.1% | -20.6% | -9.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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