+113.9%
USO vs MDLN
+15.3%
+98.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +18.4% | -26.4% | -2.5% |
| 7D | -12.7% | +24.7% | -37.4% | -6.0% |
| 30D | +1.0% | +12.7% | -11.7% | +6.0% |
| 3M | +25.6% | -4.0% | +29.6% | +29.1% |
| 6M | -1.5% | -8.7% | +7.2% | +1.3% |
| YTD | +110.3% | -3.9% | +114.2% | +116.4% |
| All | +113.9% | +15.3% | +98.6% | +119.6% |
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