+186.4%
MP vs AMCR
+16.6%
+169.8%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-07 to 2026-09-07.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.0% | -1.6% | -2.6% |
| 7D | +5.1% | -4.8% | +9.8% | +7.8% |
| 30D | +4.5% | +8.0% | -3.5% | -0.4% |
| 3M | +4.6% | +13.0% | -8.4% | -3.9% |
| 6M | -7.0% | +18.0% | -25.0% | -17.5% |
| YTD | +21.5% | +14.6% | +6.9% | +10.8% |
| 1Y | +172.5% | -1.3% | +173.9% | +171.7% |
| All | +186.4% | +16.6% | +169.8% | +138.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 2023-09-07 to 2026-09-07: compounded portfolio wealth divided by compounded AMCR 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…
2023-09-07 to 2026-09-07 analysis · Full analysis span regression · 6 months rolling