+42.8%
ON vs MDLN
-7.1%
+49.8%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +0.4% | +8.1% | +8.5% |
| 7D | +2.4% | -11.1% | +13.5% | +1.3% |
| 30D | -8.6% | -8.4% | -0.3% | -9.3% |
| 3M | -34.3% | -12.4% | -22.0% | -34.5% |
| 6M | +28.5% | -23.3% | +51.8% | +27.6% |
| YTD | +40.6% | -22.5% | +63.2% | +43.3% |
| All | +42.8% | -7.1% | +49.8% | +46.7% |
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