+150.2%
MP vs KVUE
-20.4%
+170.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.2% | -5.7% | -5.5% |
| 7D | -4.6% | -6.1% | +1.5% | -4.1% |
| 30D | -7.1% | -5.6% | -1.5% | -6.6% |
| 3M | -4.0% | -0.3% | -3.6% | -4.3% |
| 6M | -16.7% | +1.4% | -18.0% | -17.2% |
| YTD | +1.6% | +6.7% | -5.2% | +0.4% |
| 1Y | -17.8% | +1.0% | -18.8% | -16.8% |
| 3Y | +139.6% | -5.4% | +145.0% | +134.7% |
| All | +150.2% | -20.4% | +170.6% | +152.5% |
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 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