+19.3%
RCL vs MDLN
+15.3%
+4.0%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +18.4% | -12.0% | +3.2% |
| 7D | +11.7% | +24.7% | -13.0% | +7.5% |
| 30D | +21.1% | +12.7% | +8.4% | +18.3% |
| 3M | +2.9% | -4.0% | +6.9% | +2.8% |
| 6M | +29.8% | -8.7% | +38.5% | +29.6% |
| YTD | +21.4% | -3.9% | +25.3% | +22.6% |
| All | +19.3% | +15.3% | +4.0% | +20.5% |
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