-15.0%
MP vs ROIV
+177.7%
-192.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.5% | -0.1% | +0.9% |
| 7D | -2.9% | +0.6% | -3.5% | -3.1% |
| 30D | +13.8% | +1.0% | +12.9% | +13.3% |
| 3M | -16.7% | +18.3% | -35.0% | -20.7% |
| 6M | -11.5% | +18.3% | -29.8% | -17.1% |
| YTD | +7.9% | +61.0% | -53.0% | -7.9% |
| 1Y | -15.0% | +177.9% | -192.9% | -21.0% |
| All | -15.0% | +177.7% | -192.7% | -21.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 1y: compounded portfolio wealth divided by compounded ROIV 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…
1y analysis · Full analysis span regression · 6 months rolling