+47.8%
SLB vs MDLN
-7.5%
+55.2%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.9% | +3.1% | -1.8% |
| 7D | -2.4% | -11.5% | +9.0% | -2.4% |
| 30D | +4.9% | -7.6% | +12.4% | +4.9% |
| 3M | +1.4% | -11.4% | +12.8% | +1.5% |
| 6M | +17.6% | -24.5% | +42.1% | +18.9% |
| YTD | +48.3% | -22.9% | +71.2% | +54.9% |
| All | +47.8% | -7.5% | +55.2% | +55.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling