-10.8%
MDLN vs SU
+61.1%
-71.8%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.3% | -0.2% |
| 7D | +3.7% | +2.9% | +0.8% | +4.3% |
| 30D | -0.2% | +7.2% | -7.4% | +1.1% |
| 3M | +6.2% | +2.8% | +3.4% | +8.0% |
| 6M | -14.7% | +18.2% | -32.9% | -6.9% |
| YTD | -12.9% | +54.0% | -66.9% | -4.3% |
| All | -10.8% | +61.1% | -71.8% | -2.7% |
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