+78.9%
NOK vs MDLN
-7.1%
+86.0%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.4% | +4.4% | +4.8% |
| 7D | +11.0% | -11.1% | +22.1% | +11.1% |
| 30D | +7.8% | -8.4% | +16.2% | +7.9% |
| 3M | -21.0% | -12.4% | -8.6% | -20.7% |
| 6M | +40.9% | -23.3% | +64.1% | +44.8% |
| YTD | +72.0% | -22.5% | +94.6% | +76.7% |
| All | +78.9% | -7.1% | +86.0% | +83.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling