-4.8%
U vs MDLN
+4.5%
-9.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -3.8% | +3.7% | -7.5% | -3.7% |
| 30D | +17.5% | -0.2% | +17.7% | +17.4% |
| 3M | +38.7% | +6.2% | +32.5% | +39.3% |
| 6M | +104.4% | -14.7% | +119.1% | +104.6% |
| YTD | -5.7% | -12.9% | +7.2% | -5.5% |
| All | -4.8% | +4.5% | -9.4% | -4.4% |
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