+564.6%
MPC vs KMB
+1.1%
+563.6%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +1.0% | -0.2% |
| 7D | -8.8% | +6.0% | -14.9% | -8.4% |
| 30D | -14.4% | +13.5% | -27.9% | -13.7% |
| 3M | +21.9% | +3.8% | +18.2% | +22.5% |
| 6M | +60.1% | +15.6% | +44.5% | +61.3% |
| YTD | +142.3% | +14.0% | +128.3% | +144.2% |
| 1Y | +101.7% | +12.9% | +88.8% | +103.3% |
| 3Y | +184.8% | +3.7% | +181.1% | +186.8% |
| 5Y | +564.6% | -0.1% | +564.7% | +556.7% |
| All | +564.6% | +1.1% | +563.6% | +556.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 KMB 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