+220.7%
STX vs MDLN
-2.7%
+223.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.8% | -0.2% | -2.4% |
| 7D | +9.6% | -6.2% | +15.8% | +8.2% |
| 30D | +10.6% | +0.7% | +9.9% | +10.8% |
| 3M | +4.8% | -5.4% | +10.2% | +2.9% |
| 6M | +137.3% | -21.6% | +158.8% | +131.2% |
| YTD | +222.5% | -18.9% | +241.4% | +217.3% |
| All | +220.7% | -2.7% | +223.4% | +216.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling