+443.0%
MP vs KWEB
-52.0%
+495.0%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.3% | +0.4% | -1.0% |
| 7D | -0.7% | -3.6% | +2.8% | +0.8% |
| 30D | -0.7% | -14.9% | +14.2% | +6.3% |
| 3M | 0.0% | -5.4% | +5.4% | +2.1% |
| 6M | -10.0% | -18.9% | +8.9% | -1.6% |
| YTD | +7.5% | -27.2% | +34.7% | +23.1% |
| 1Y | -14.0% | -34.2% | +20.2% | +2.4% |
| 3Y | +153.5% | +0.6% | +152.9% | +149.6% |
| 5Y | +62.7% | -43.5% | +106.2% | +94.4% |
| All | +443.0% | -52.0% | +495.0% | +704.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 KWEB 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