+308.2%
MPC vs KVUE
-20.6%
+328.8%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.5% | +3.9% | +0.7% |
| 7D | +3.2% | -7.2% | +10.4% | +3.7% |
| 30D | +25.0% | -5.7% | +30.7% | +25.5% |
| 3M | +55.2% | +0.2% | +55.0% | +54.8% |
| 6M | +86.4% | 0.0% | +86.4% | +86.1% |
| YTD | +148.5% | +6.5% | +142.0% | +145.9% |
| 1Y | +121.7% | -1.4% | +123.1% | +121.0% |
| 3Y | +172.9% | -5.6% | +178.5% | +168.6% |
| All | +308.2% | -20.6% | +328.8% | +314.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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