+2.8%
MDLN vs ROIV
+82.0%
-79.1%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.6% | +1.5% | +2.9% |
| 7D | +4.5% | +9.5% | -5.0% | +3.8% |
| 30D | +17.9% | +21.0% | -3.1% | +16.5% |
| 3M | +20.3% | +18.7% | +1.6% | +18.8% |
| 6M | +7.4% | +44.5% | -37.1% | +2.9% |
| YTD | +0.4% | +92.9% | -92.5% | -8.6% |
| All | +2.8% | +82.0% | -79.1% | -3.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling