+26.4%
V vs MP
-37.2%
+63.6%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.9% | -4.9% | +0.2% |
| 7D | +2.2% | -10.5% | +12.7% | +1.8% |
| 30D | +13.6% | -23.5% | +37.1% | +12.7% |
| 3M | +14.3% | -25.4% | +39.7% | +13.4% |
| 6M | +33.1% | -51.3% | +84.4% | +31.7% |
| YTD | +21.2% | -29.9% | +51.1% | +18.7% |
| 1Y | +26.4% | -31.8% | +58.3% | +24.3% |
| All | +26.4% | -37.2% | +63.6% | +24.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 1y: compounded portfolio wealth divided by compounded MP 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…
1y analysis · Full analysis span regression · 6 months rolling