-1.6%
MDLN vs Q
+50.8%
-52.3%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | -0.1% | +18.5% | +18.4% |
| 7D | +24.7% | -3.3% | +27.9% | +24.6% |
| 30D | +12.7% | -9.7% | +22.4% | +12.8% |
| 3M | -4.0% | -16.1% | +12.1% | -3.9% |
| 6M | -8.7% | -15.7% | +7.0% | -9.3% |
| YTD | -3.9% | +45.7% | -49.7% | -3.5% |
| All | -1.6% | +50.8% | -52.3% | -1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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