-20.7%
MDLN vs UUUU
-8.3%
-12.4%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.0% | +5.4% | +0.5% |
| 7D | -11.1% | -10.5% | -0.6% | -10.9% |
| 30D | -8.4% | -10.5% | +2.1% | -8.2% |
| 3M | -12.4% | -14.1% | +1.7% | -12.1% |
| 6M | -23.3% | -35.5% | +12.2% | -22.7% |
| YTD | -22.5% | -10.9% | -11.6% | -19.0% |
| All | -20.7% | -8.3% | -12.4% | -16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 5y: compounded portfolio wealth divided by compounded UUUU 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…
5y analysis · Full analysis span regression · 6 months rolling