+376.2%
SOXX vs MDLN
+15.3%
+360.9%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +18.4% | -21.5% | -9.9% |
| 7D | +158.9% | +24.7% | +134.2% | +137.1% |
| 30D | +129.2% | +12.7% | +116.5% | +109.3% |
| 3M | +149.7% | -4.0% | +153.7% | +125.2% |
| 6M | +193.4% | -8.7% | +202.1% | +168.4% |
| YTD | +351.0% | -3.9% | +355.0% | +315.9% |
| All | +376.2% | +15.3% | +360.9% | +340.2% |
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