+70.0%
TGT vs MDLN
+15.3%
+54.7%
-12.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +18.4% | -12.7% | +2.6% |
| 7D | +9.5% | +24.7% | -15.2% | +5.6% |
| 30D | +6.6% | +12.7% | -6.1% | +4.2% |
| 3M | +11.0% | -4.0% | +15.0% | +10.4% |
| 6M | +29.9% | -8.7% | +38.5% | +27.7% |
| YTD | +71.4% | -3.9% | +75.4% | +69.9% |
| All | +70.0% | +15.3% | +54.7% | +68.7% |
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