-21.0%
MDLN vs SMTC
+122.2%
-143.2%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.9% | -1.9% | -5.0% |
| 7D | -11.5% | +17.5% | -29.0% | -10.9% |
| 30D | -7.6% | +21.3% | -28.9% | -6.7% |
| 3M | -11.4% | +3.1% | -14.5% | -10.8% |
| 6M | -24.5% | +81.7% | -106.2% | -27.2% |
| YTD | -22.9% | +115.9% | -138.8% | -23.8% |
| All | -21.0% | +122.2% | -143.2% | -21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 5y: compounded portfolio wealth divided by compounded SMTC 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…
5y analysis · Full analysis span regression · 6 months rolling