-10.8%
MDLN vs NI
+1.5%
-12.2%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.2% |
| 7D | +3.7% | +2.0% | +1.7% | +3.2% |
| 30D | -0.2% | -3.5% | +3.3% | +0.9% |
| 3M | +6.2% | -9.1% | +15.3% | +9.6% |
| 6M | -14.7% | -11.8% | -2.8% | -11.2% |
| YTD | -12.9% | +1.1% | -14.0% | -5.4% |
| All | -10.8% | +1.5% | -12.2% | -3.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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