+97.3%
PSX vs MDLN
+4.5%
+92.8%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +4.5% | +3.7% | +0.8% | +5.0% |
| 30D | +26.6% | -0.2% | +26.8% | +26.6% |
| 3M | +39.3% | +6.2% | +33.1% | +41.3% |
| 6M | +56.8% | -14.7% | +71.5% | +55.2% |
| YTD | +101.8% | -12.9% | +114.7% | +102.5% |
| All | +97.3% | +4.5% | +92.8% | +99.1% |
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