+167.0%
MPC vs ACWI
+70.4%
+96.6%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -3.8% | -0.1% | -1.8% |
| 7D | -12.8% | -4.0% | -8.7% | -10.9% |
| 30D | -12.7% | -5.8% | -6.9% | -9.9% |
| 3M | +27.1% | -5.0% | +32.1% | +30.3% |
| 6M | +45.8% | +0.7% | +45.1% | +43.1% |
| YTD | +134.7% | +8.4% | +126.3% | +116.0% |
| 1Y | +106.0% | +10.1% | +95.9% | +86.6% |
| All | +167.0% | +70.4% | +96.6% | +48.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling