-21.0%
MDLN vs TECH
+26.2%
-47.2%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.2% | -4.6% | -4.8% |
| 7D | -11.5% | -0.5% | -11.0% | -11.3% |
| 30D | -7.6% | 0.0% | -7.6% | -7.6% |
| 3M | -11.4% | +37.4% | -48.8% | -19.3% |
| 6M | -24.5% | +36.9% | -61.3% | -30.7% |
| YTD | -22.9% | +23.1% | -46.0% | -27.0% |
| All | -21.0% | +26.2% | -47.2% | -24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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