-80.6%
OPEN vs MDLN
+12.8%
-93.3%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.3% | -2.4% | -3.1% |
| 7D | -15.0% | -0.4% | -14.6% | -14.6% |
| 30D | -40.2% | +9.9% | -50.1% | -42.4% |
| 3M | -67.4% | +10.9% | -78.3% | -68.7% |
| 6M | -74.0% | +2.0% | -76.0% | -74.4% |
| YTD | -79.6% | -6.0% | -73.6% | -78.7% |
| All | -80.6% | +12.8% | -93.3% | -79.6% |
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