-10.8%
MDLN vs NVT
+53.7%
-64.4%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.6% | -2.6% | +0.1% |
| 7D | +3.7% | +5.1% | -1.4% | +3.8% |
| 30D | -0.2% | -3.7% | +3.5% | -0.1% |
| 3M | +6.2% | -10.1% | +16.4% | +6.6% |
| 6M | -14.7% | +37.5% | -52.1% | -18.0% |
| YTD | -12.9% | +53.7% | -66.6% | -15.1% |
| All | -10.8% | +53.7% | -64.4% | -12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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