+51.1%
MDB vs KVUE
-20.6%
+71.6%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.5% | +4.1% | +0.9% |
| 7D | -4.5% | -7.2% | +2.7% | -4.1% |
| 30D | -14.0% | -5.7% | -8.3% | -13.7% |
| 3M | +5.3% | +0.2% | +5.2% | +5.3% |
| 6M | +31.9% | 0.0% | +31.9% | +31.8% |
| YTD | -14.6% | +6.5% | -21.1% | -14.7% |
| 1Y | +8.2% | -1.4% | +9.7% | +8.3% |
| 3Y | -5.0% | -5.6% | +0.6% | -3.6% |
| All | +51.1% | -20.6% | +71.6% | +71.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling