-15.4%
MDLN vs ROIV
+80.3%
-95.7%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +18.8% | -23.9% | -5.7% |
| 7D | -1.2% | +20.2% | -21.4% | -1.9% |
| 30D | -1.5% | +14.1% | -15.7% | -1.8% |
| 3M | +2.6% | +45.6% | -43.0% | -1.1% |
| 6M | -20.9% | +44.1% | -65.0% | -24.0% |
| YTD | -17.4% | +91.2% | -108.6% | -24.3% |
| All | -15.4% | +80.3% | -95.7% | -20.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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