-1.6%
MDLN vs RY
+28.5%
-30.0%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | +3.0% | +15.3% | +17.1% |
| 7D | +24.7% | +2.5% | +22.2% | +23.5% |
| 30D | +12.7% | +8.4% | +4.3% | +10.4% |
| 3M | -4.0% | +1.2% | -5.3% | -4.6% |
| 6M | -8.7% | +19.4% | -28.1% | -13.1% |
| YTD | -3.9% | +25.4% | -29.4% | -11.9% |
| All | -1.6% | +28.5% | -30.0% | -7.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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