+333.8%
MU vs MDLN
-7.5%
+341.3%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -4.9% | 0.0% | -5.3% |
| 7D | +2.0% | -11.5% | +13.5% | +0.8% |
| 30D | +12.5% | -7.6% | +20.1% | +11.9% |
| 3M | +9.6% | -11.4% | +21.0% | +8.2% |
| 6M | +142.6% | -24.5% | +167.1% | +138.7% |
| YTD | +242.7% | -22.9% | +265.5% | +246.3% |
| All | +333.8% | -7.5% | +341.3% | +341.0% |
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