-19.6%
PATH vs MDLN
+16.9%
-36.5%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.6% | -1.3% |
| 7D | -2.3% | +20.0% | -22.3% | -6.3% |
| 30D | -4.8% | +12.8% | -17.6% | -7.4% |
| 3M | -17.7% | +21.0% | -38.7% | -21.3% |
| 6M | +18.9% | +3.5% | +15.4% | +18.8% |
| YTD | -21.7% | -2.6% | -19.1% | -22.2% |
| All | -19.6% | +16.9% | -36.5% | -20.8% |
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