+165.9%
MP vs KVUE
-16.1%
+182.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.1% | +2.5% | +1.5% |
| 7D | -2.9% | -2.2% | -0.6% | -2.7% |
| 30D | +13.8% | -3.7% | +17.5% | +14.2% |
| 3M | -16.7% | +12.3% | -29.0% | -18.1% |
| 6M | -11.5% | +5.4% | -16.9% | -12.3% |
| YTD | +7.9% | +12.4% | -4.5% | +6.2% |
| 1Y | -15.0% | -4.4% | -10.7% | -12.2% |
| 3Y | +153.5% | -7.5% | +161.1% | +147.6% |
| All | +165.9% | -16.1% | +182.0% | +167.1% |
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