-15.4%
MDLN vs RMD
-9.8%
-5.6%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -3.2% | -2.0% | -3.8% |
| 7D | -1.2% | -4.5% | +3.3% | +0.8% |
| 30D | -1.5% | +4.6% | -6.1% | -3.4% |
| 3M | +2.6% | +14.8% | -12.1% | -3.3% |
| 6M | -20.9% | -12.1% | -8.8% | -19.3% |
| YTD | -17.4% | -7.5% | -9.9% | -17.7% |
| All | -15.4% | -9.8% | -5.6% | -14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 all: compounded portfolio wealth divided by compounded RMD 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…
all analysis · Full analysis span regression · 6 months rolling