+2.8%
MDLN vs URI
+41.0%
-38.2%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +4.2% | -1.1% | +2.9% |
| 7D | +4.5% | +2.6% | +1.9% | +4.3% |
| 30D | +17.9% | +9.1% | +8.8% | +16.7% |
| 3M | +20.3% | +1.0% | +19.3% | +19.7% |
| 6M | +7.4% | +23.3% | -15.9% | +5.7% |
| YTD | +0.4% | +43.3% | -42.9% | +4.3% |
| All | +2.8% | +41.0% | -38.2% | +7.6% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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