+10.3%
MDT vs MDLN
+15.3%
-5.0%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +18.4% | -12.2% | +2.9% |
| 7D | +10.7% | +24.7% | -13.9% | +6.5% |
| 30D | +19.3% | +12.7% | +6.6% | +16.4% |
| 3M | +22.8% | -4.0% | +26.8% | +22.6% |
| 6M | +36.4% | -8.7% | +45.1% | +34.8% |
| YTD | +12.1% | -3.9% | +16.0% | +11.2% |
| All | +10.3% | +15.3% | -5.0% | +9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MDLN.
Daily Out/Under-Performance
Portfolio return minus MDLN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDLN 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 MDLN 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