-21.0%
MDLN vs PPL
+3.4%
-24.4%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.2% | -4.7% | -4.8% |
| 7D | -11.5% | -1.8% | -9.7% | -11.0% |
| 30D | -7.6% | -2.2% | -5.3% | -6.9% |
| 3M | -11.4% | -3.1% | -8.3% | -10.4% |
| 6M | -24.5% | -8.1% | -16.4% | -23.9% |
| YTD | -22.9% | 0.0% | -22.9% | -23.2% |
| All | -21.0% | +3.4% | -24.4% | -21.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PPL.
Daily Out/Under-Performance
Portfolio return minus PPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPL 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded PPL 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling