-1.6%
MDLN vs SU
+73.4%
-75.0%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | -4.5% | +22.9% | +17.0% |
| 7D | +24.7% | -7.1% | +31.7% | +22.5% |
| 30D | +12.7% | +4.8% | +8.0% | +13.6% |
| 3M | -4.0% | +12.5% | -16.5% | -1.9% |
| 6M | -8.7% | +6.5% | -15.1% | -5.1% |
| YTD | -3.9% | +65.8% | -69.7% | +7.0% |
| All | -1.6% | +73.4% | -75.0% | +8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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