+351.2%
MU vs MDLN
+4.5%
+346.7%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | 0.0% | +6.1% | +6.1% |
| 7D | +9.0% | +3.7% | +5.3% | +9.4% |
| 30D | +13.8% | -0.2% | +14.0% | +13.9% |
| 3M | +2.1% | +6.2% | -4.1% | +2.2% |
| 6M | +153.8% | -14.7% | +168.5% | +152.7% |
| YTD | +256.4% | -12.9% | +269.3% | +264.5% |
| All | +351.2% | +4.5% | +346.7% | +364.1% |
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