+52.7%
MDB vs KVUE
-20.4%
+73.1%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.1% | -3.1% | -3.1% |
| 7D | -1.8% | -5.1% | +3.4% | -1.4% |
| 30D | -17.3% | -6.3% | -10.9% | -16.9% |
| 3M | +2.2% | -0.5% | +2.7% | +2.2% |
| 6M | +33.9% | +3.1% | +30.8% | +33.5% |
| YTD | -13.7% | +6.7% | -20.4% | -13.8% |
| 1Y | +9.1% | -1.1% | +10.2% | +9.1% |
| 3Y | -8.1% | -8.7% | +0.6% | -5.5% |
| All | +52.7% | -20.4% | +73.1% | +73.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling