+147.5%
MPC vs AHR
+364.8%
-217.3%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.2% | +2.5% | +2.3% |
| 7D | +3.9% | -3.4% | +7.3% | +4.2% |
| 30D | +33.8% | -3.8% | +37.5% | +34.2% |
| 3M | +49.9% | +20.1% | +29.8% | +46.3% |
| 6M | +80.9% | +7.1% | +73.9% | +79.0% |
| YTD | +147.4% | +17.2% | +130.2% | +140.7% |
| 1Y | +123.2% | +30.4% | +92.8% | +112.9% |
| All | +147.5% | +364.8% | -217.3% | +103.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling