+162.4%
GE vs MPC
+1,165.8%
-1,003.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +4.6% | -0.8% | +2.1% |
| 7D | +6.3% | -9.4% | +15.7% | +9.9% |
| 30D | +8.9% | -14.3% | +23.2% | +14.3% |
| 3M | -9.2% | +31.1% | -40.3% | -19.3% |
| 6M | +13.2% | +60.3% | -47.0% | -7.9% |
| YTD | +9.4% | +142.5% | -133.1% | -26.3% |
| 1Y | +9.8% | +104.6% | -94.8% | -20.9% |
| 3Y | +278.2% | +191.7% | +86.5% | +125.1% |
| 5Y | +396.0% | +549.2% | -153.2% | +97.0% |
| 10Y | +162.4% | +1,106.2% | -943.9% | -25.8% |
| All | +162.4% | +1,165.8% | -1,003.4% | -25.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling