-34.6%
MP vs CORZ
-41.7%
+7.1%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -10.4% | +5.3% | -0.4% |
| 7D | -12.5% | -14.9% | +2.4% | -6.5% |
| 30D | -23.3% | -23.1% | -0.2% | -14.5% |
| 3M | -24.4% | -44.1% | +19.7% | -3.1% |
| 6M | -45.8% | -39.5% | -6.2% | -34.8% |
| YTD | -28.9% | -12.4% | -16.6% | -29.8% |
| 1Y | -34.6% | -41.3% | +6.7% | -24.5% |
| All | -34.6% | -41.7% | +7.1% | -24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CORZ.
Daily Out/Under-Performance
Portfolio return minus CORZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CORZ 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 CORZ 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