-20.7%
MDLN vs Q
+60.4%
-81.1%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.5% | -2.1% | +0.4% |
| 7D | -11.1% | +4.9% | -16.0% | -11.1% |
| 30D | -8.4% | -11.0% | +2.6% | -8.2% |
| 3M | -12.4% | -15.2% | +2.8% | -12.9% |
| 6M | -23.3% | +8.8% | -32.1% | -24.7% |
| YTD | -22.5% | +55.1% | -77.6% | -22.3% |
| All | -20.7% | +60.4% | -81.1% | -20.4% |
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