+601.4%
MPC vs KWEB
-46.3%
+647.7%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -3.2% | +5.7% | +2.8% |
| 7D | +9.4% | -7.5% | +16.9% | +10.2% |
| 30D | -13.4% | -7.3% | -6.1% | -12.9% |
| 3M | +18.9% | -16.8% | +35.7% | +21.0% |
| 6M | +64.9% | -21.4% | +86.3% | +68.6% |
| YTD | +156.8% | -32.7% | +189.5% | +166.9% |
| 1Y | +113.2% | -38.2% | +151.4% | +123.8% |
| 3Y | +201.8% | -4.8% | +206.6% | +201.1% |
| 5Y | +601.4% | -47.1% | +648.5% | +712.6% |
| All | +601.4% | -46.3% | +647.7% | +712.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 KWEB 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