-0.9%
UAL vs MDLN
+12.8%
-13.6%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.3% | -0.5% | -1.4% |
| 7D | -3.0% | -0.4% | -2.6% | -2.8% |
| 30D | +10.5% | +9.9% | +0.6% | +7.6% |
| 3M | -13.5% | +10.9% | -24.4% | -16.0% |
| 6M | +14.2% | +2.0% | +12.3% | +11.7% |
| YTD | -2.2% | -6.0% | +3.8% | +0.7% |
| All | -0.9% | +12.8% | -13.6% | +2.8% |
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