-20.7%
MDLN vs NVT
+59.9%
-80.6%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.6% | -4.2% | +0.5% |
| 7D | -11.1% | +4.1% | -15.2% | -11.0% |
| 30D | -8.4% | -5.1% | -3.2% | -8.3% |
| 3M | -12.4% | -1.2% | -11.2% | -12.4% |
| 6M | -23.3% | +46.6% | -69.8% | -26.2% |
| YTD | -22.5% | +60.0% | -82.5% | -24.5% |
| All | -20.7% | +59.9% | -80.6% | -22.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling