+26.4%
NVTS vs MDLN
+15.3%
+11.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +18.4% | -9.4% | +6.8% |
| 7D | -0.3% | +24.7% | -25.0% | -2.5% |
| 30D | -24.4% | +12.7% | -37.1% | -25.5% |
| 3M | -26.5% | -4.0% | -22.5% | -27.3% |
| 6M | -41.4% | -8.7% | -32.7% | -39.4% |
| YTD | +30.7% | -3.9% | +34.6% | +28.1% |
| All | +26.4% | +15.3% | +11.1% | +23.8% |
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