+34.3%
SLB vs MDLN
+14.2%
+20.1%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.2% | +5.1% | -0.2% |
| 7D | +2.6% | +0.6% | +2.0% | +2.6% |
| 30D | +4.4% | +12.0% | -7.6% | +4.8% |
| 3M | -2.7% | +12.6% | -15.3% | -2.3% |
| 6M | -7.5% | +3.7% | -11.3% | -6.8% |
| YTD | +34.8% | -4.8% | +39.6% | +41.3% |
| All | +34.3% | +14.2% | +20.1% | +41.9% |
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