-34.6%
MP vs VIK
+55.4%
-90.0%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +6.2% | -11.3% | -6.8% |
| 7D | -12.5% | +5.4% | -17.9% | -13.9% |
| 30D | -23.3% | +12.5% | -35.8% | -26.0% |
| 3M | -24.4% | -15.2% | -9.1% | -21.6% |
| 6M | -45.8% | +15.4% | -61.1% | -48.9% |
| YTD | -28.9% | +27.7% | -56.6% | -35.8% |
| 1Y | -34.6% | +59.7% | -94.3% | -45.5% |
| All | -34.6% | +55.4% | -90.0% | -45.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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