+339.6%
DELL vs MPC
+124.8%
+214.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.3% | -0.4% | +1.7% |
| 7D | +25.6% | +3.9% | +21.8% | +25.3% |
| 30D | +17.7% | +33.8% | -16.1% | +14.9% |
| 3M | +33.4% | +49.9% | -16.4% | +29.8% |
| 6M | +266.2% | +80.9% | +185.3% | +241.9% |
| YTD | +328.0% | +147.4% | +180.6% | +285.8% |
| 1Y | +339.6% | +123.2% | +216.4% | +328.3% |
| All | +339.6% | +124.8% | +214.8% | +328.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling