+245.2%
MP vs CORZ
+237.5%
+7.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.7% | -3.2% | +0.6% |
| 7D | +3.0% | +16.6% | -13.5% | -0.3% |
| 30D | +8.3% | -10.9% | +19.2% | +10.5% |
| 3M | -3.8% | -31.0% | +27.2% | +2.6% |
| 6M | -4.9% | +26.0% | -31.0% | -8.6% |
| YTD | +9.6% | +28.6% | -19.0% | +5.2% |
| 1Y | -11.7% | +34.5% | -46.2% | -16.0% |
| All | +245.2% | +237.5% | +7.7% | +168.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling