+1,079.5%
MPC vs ACWI
+219.0%
+860.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -16.2% | -2.4% | -13.8% | -13.9% |
| 30D | -15.7% | -5.2% | -10.5% | -10.5% |
| 3M | +24.9% | -4.8% | +29.7% | +31.4% |
| 6M | +52.7% | -1.3% | +54.0% | +52.0% |
| YTD | +131.9% | +8.4% | +123.5% | +101.2% |
| 1Y | +96.6% | +11.0% | +85.6% | +65.0% |
| 3Y | +163.8% | +70.6% | +93.2% | +21.6% |
| 5Y | +533.1% | +55.3% | +477.8% | +228.2% |
| All | +1,079.5% | +219.0% | +860.4% | +111.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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