+141.6%
MP vs CORZ
+161.6%
-20.0%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.0% | +2.5% | +3.3% |
| 7D | +9.5% | +23.5% | -14.0% | +4.3% |
| 30D | -3.0% | +7.5% | -10.5% | -5.0% |
| 3M | -30.4% | -26.6% | -3.8% | -26.4% |
| 6M | -39.2% | -39.5% | +0.3% | -33.5% |
| YTD | -23.3% | -0.3% | -23.0% | -22.9% |
| 1Y | -32.6% | -4.2% | -28.4% | -31.9% |
| All | +141.6% | +161.6% | -20.0% | +96.5% |
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 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