+155.8%
MPC vs KVUE
-23.6%
+179.4%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -1.9% | -0.4% |
| 7D | -3.3% | +0.6% | -3.8% | -3.4% |
| 30D | +13.2% | +0.7% | +12.5% | +13.0% |
| 3M | +27.9% | -5.8% | +33.7% | +28.7% |
| 6M | +29.3% | +6.0% | +23.3% | +28.1% |
| YTD | +55.7% | +2.4% | +53.3% | +55.0% |
| 1Y | +62.8% | -24.1% | +86.8% | +68.3% |
| 3Y | +144.6% | -26.4% | +171.0% | +148.7% |
| All | +155.8% | -23.6% | +179.4% | +161.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling