+40.2%
PWR vs MDLN
+15.3%
+24.9%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.7% | +18.4% | -30.0% | -9.4% |
| 7D | -4.4% | +24.7% | -29.0% | -1.8% |
| 30D | -15.1% | +12.7% | -27.8% | -12.9% |
| 3M | -16.2% | -4.0% | -12.2% | -14.4% |
| 6M | -23.3% | -8.7% | -14.7% | -20.2% |
| YTD | +37.6% | -3.9% | +41.5% | +44.4% |
| All | +40.2% | +15.3% | +24.9% | +47.2% |
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