+97.9%
MPC vs AHR
+22.7%
+75.2%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | 0.0% |
| 7D | -8.8% | +8.1% | -17.0% | -8.3% |
| 30D | -14.4% | +16.9% | -31.3% | -13.3% |
| 3M | +21.9% | +7.6% | +14.4% | +22.4% |
| 6M | +60.1% | +16.0% | +44.2% | +61.7% |
| YTD | +142.3% | +28.1% | +114.2% | +142.9% |
| All | +97.9% | +22.7% | +75.2% | +100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 1y: compounded portfolio wealth divided by compounded AHR 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…
1y analysis · Full analysis span regression · 6 months rolling