-0.2%
MDLN vs RY
+23.9%
-24.2%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.6% | +2.6% | +2.9% |
| 7D | +20.0% | -0.6% | +20.6% | +20.5% |
| 30D | +12.8% | +6.1% | +6.7% | +11.8% |
| 3M | +21.0% | -3.4% | +24.4% | +22.2% |
| 6M | +3.5% | +12.8% | -9.3% | +0.8% |
| YTD | -2.6% | +21.0% | -23.6% | -9.4% |
| All | -0.2% | +23.9% | -24.2% | -4.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling