+540.9%
MPC vs AMC
-99.3%
+640.2%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -12.5% | +8.6% | -3.7% |
| 7D | -12.8% | 0.0% | -12.8% | -12.8% |
| 30D | -12.7% | +4.4% | -17.1% | -12.8% |
| 3M | +27.1% | +15.4% | +11.7% | +26.6% |
| 6M | +45.8% | +93.7% | -47.9% | +42.9% |
| YTD | +134.7% | +97.4% | +37.3% | +129.4% |
| 1Y | +106.0% | +23.2% | +82.8% | +103.9% |
| 3Y | +165.5% | -71.3% | +236.8% | +170.5% |
| 5Y | +540.9% | -99.3% | +640.2% | +613.0% |
| All | +540.9% | -99.3% | +640.2% | +613.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 5y: compounded portfolio wealth divided by compounded AMC 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…
5y analysis · Full analysis span regression · 6 months rolling