+120.8%
MP vs CORZ
+111.9%
+8.9%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +3.3% | +1.6% | +4.2% |
| 7D | -10.5% | -11.2% | +0.7% | -8.4% |
| 30D | -23.5% | -26.2% | +2.7% | -18.7% |
| 3M | -25.4% | -44.1% | +18.7% | -16.5% |
| 6M | -51.3% | -52.3% | +1.0% | -43.9% |
| YTD | -29.9% | -19.2% | -10.7% | -26.1% |
| 1Y | -31.8% | -42.9% | +11.0% | -25.1% |
| All | +120.8% | +111.9% | +8.9% | +88.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling