-21.0%
MDLN vs NDAQ
-0.5%
-20.5%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.3% | -2.5% | -4.2% |
| 7D | -11.5% | -6.8% | -4.7% | -9.7% |
| 30D | -7.6% | -3.2% | -4.4% | -6.7% |
| 3M | -11.4% | +6.5% | -17.8% | -13.0% |
| 6M | -24.5% | +5.7% | -30.2% | -25.9% |
| YTD | -22.9% | -4.6% | -18.3% | -24.5% |
| All | -21.0% | -0.5% | -20.5% | -24.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling