+200.5%
STX vs MDLN
-7.1%
+207.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.4% | -4.2% | -3.6% |
| 7D | -2.3% | -11.1% | +8.8% | -4.5% |
| 30D | -5.5% | -8.4% | +2.9% | -7.0% |
| 3M | -4.3% | -12.4% | +8.1% | -6.9% |
| 6M | +115.6% | -23.3% | +138.9% | +109.3% |
| YTD | +202.2% | -22.5% | +224.7% | +194.7% |
| All | +200.5% | -7.1% | +207.6% | +193.7% |
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