-3.7%
MDLN vs TMF
-25.0%
+21.3%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.4% | +0.1% | -0.9% |
| 7D | -0.4% | -9.3% | +8.8% | +1.9% |
| 30D | +9.9% | +1.9% | +7.9% | +10.0% |
| 3M | +10.9% | -11.2% | +22.2% | +13.9% |
| 6M | +2.0% | -17.7% | +19.7% | +5.9% |
| YTD | -6.0% | -24.5% | +18.4% | -0.3% |
| All | -3.7% | -25.0% | +21.3% | +1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 TMF 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