+71.4%
TGT vs MDLN
+4.5%
+66.8%
-10.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +0.8% | +3.7% | -2.9% | +0.3% |
| 30D | +12.2% | -0.2% | +12.4% | +12.0% |
| 3M | +33.8% | +6.2% | +27.6% | +31.0% |
| 6M | +39.3% | -14.7% | +54.0% | +39.5% |
| YTD | +72.9% | -12.9% | +85.7% | +74.8% |
| All | +71.4% | +4.5% | +66.8% | +73.7% |
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