+23.9%
OKE vs MDLN
+13.6%
+10.3%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.5% | -1.2% | -2.7% |
| 7D | -9.0% | +24.2% | -33.2% | -7.7% |
| 30D | -2.3% | +11.8% | -14.1% | -1.2% |
| 3M | 0.0% | +8.4% | -8.5% | +1.3% |
| 6M | -2.0% | -12.3% | +10.3% | +0.2% |
| YTD | +23.2% | -5.3% | +28.5% | +24.8% |
| All | +23.9% | +13.6% | +10.3% | +25.2% |
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