+354.5%
MPC vs KVUE
-13.6%
+368.1%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +77.3% | +15.1% | +62.2% | +69.5% |
| 7D | +77.3% | +15.1% | +62.2% | +69.5% |
| 30D | +77.3% | +15.1% | +62.2% | +69.5% |
| 3M | +77.3% | +15.1% | +62.2% | +69.5% |
| 6M | +80.3% | +12.7% | +67.6% | +72.7% |
| YTD | +176.6% | +15.9% | +160.8% | +163.7% |
| 1Y | +131.1% | +42.1% | +89.0% | +114.6% |
| 3Y | +221.3% | +17.3% | +203.9% | +203.5% |
| All | +354.5% | -13.6% | +368.1% | +344.7% |
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