+135.4%
MP vs VIK
+239.9%
-104.5%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.3% | +3.3% | +2.4% |
| 7D | +11.0% | +3.2% | +7.8% | +9.7% |
| 30D | -11.7% | +8.2% | -19.9% | -14.4% |
| 3M | -30.8% | -14.7% | -16.1% | -27.3% |
| 6M | -42.9% | +10.3% | -53.2% | -45.9% |
| YTD | -25.9% | +24.5% | -50.3% | -33.8% |
| 1Y | -37.3% | +45.7% | -83.0% | -47.8% |
| All | +135.4% | +239.9% | -104.5% | +48.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling