+87.0%
AMZN vs MPC
+203.2%
-116.2%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.3% |
| 7D | +2.8% | +11.2% | -8.4% | +1.7% |
| 30D | +5.0% | -14.5% | +19.4% | +6.7% |
| 3M | +0.6% | +16.7% | -16.1% | -2.2% |
| 6M | -1.3% | +67.6% | -68.8% | -9.6% |
| YTD | +15.5% | +157.9% | -142.4% | -5.7% |
| 1Y | +12.2% | +116.7% | -104.4% | -3.9% |
| 3Y | +87.0% | +199.8% | -112.7% | +43.5% |
| All | +87.0% | +203.2% | -116.2% | +43.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MPC.
Daily Out/Under-Performance
Portfolio return minus MPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPC 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 3y: compounded portfolio wealth divided by compounded MPC 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…
3y analysis · Full analysis span regression · 6 months rolling