-20.7%
MDLN vs TRI
-23.3%
+2.6%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | +0.1% |
| 7D | -11.1% | -7.9% | -3.2% | -9.8% |
| 30D | -8.4% | -4.5% | -3.9% | -7.7% |
| 3M | -12.4% | +22.1% | -34.5% | -13.0% |
| 6M | -23.3% | -2.8% | -20.5% | -23.5% |
| YTD | -22.5% | -23.4% | +0.9% | -16.6% |
| All | -20.7% | -23.3% | +2.6% | -14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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