-20.7%
MDLN vs SYY
+13.0%
-33.7%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.7% | +0.3% |
| 7D | -11.1% | +3.9% | -15.0% | -11.5% |
| 30D | -8.4% | -1.7% | -6.6% | -8.1% |
| 3M | -12.4% | +5.2% | -17.6% | -13.0% |
| 6M | -23.3% | -0.2% | -23.1% | -24.2% |
| YTD | -22.5% | +15.4% | -37.9% | -24.6% |
| All | -20.7% | +13.0% | -33.7% | -23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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