+1,292.2%
MPC vs ACI
+32.8%
+1,259.3%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.2% | +0.5% |
| 7D | +11.2% | +2.3% | +9.0% | +10.9% |
| 30D | -14.5% | +1.2% | -15.7% | -14.7% |
| 3M | +16.7% | +6.8% | +9.9% | +15.5% |
| 6M | +67.6% | -18.7% | +86.3% | +70.7% |
| YTD | +157.9% | -20.2% | +178.1% | +162.9% |
| 1Y | +116.7% | -23.7% | +140.4% | +122.0% |
| 3Y | +199.8% | -31.6% | +231.4% | +209.5% |
| 5Y | +604.4% | -42.8% | +647.2% | +630.8% |
| All | +1,292.2% | +32.8% | +1,259.3% | +1,299.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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