+14.5%
MDB vs KVUE
-4.3%
+18.8%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.1% | -3.0% | -4.0% |
| 7D | -17.4% | -2.2% | -15.2% | -17.3% |
| 30D | -2.0% | -3.7% | +1.6% | -1.8% |
| 3M | -3.0% | +12.3% | -15.3% | -3.7% |
| 6M | +48.7% | +5.4% | +43.3% | +48.5% |
| YTD | -12.1% | +12.4% | -24.6% | -11.5% |
| 1Y | +14.5% | -4.4% | +18.9% | +11.5% |
| All | +14.5% | -4.3% | +18.8% | +11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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