+1,174.7%
MPC vs AMCR
+16.8%
+1,157.9%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.7% | +3.1% | +1.7% |
| 7D | +3.2% | -6.3% | +9.5% | +6.4% |
| 30D | +25.0% | -7.1% | +32.2% | +29.3% |
| 3M | +55.2% | +12.7% | +42.5% | +44.2% |
| 6M | +86.4% | +5.2% | +81.2% | +75.6% |
| YTD | +148.5% | +8.1% | +140.4% | +128.8% |
| 1Y | +121.7% | +11.7% | +110.0% | +99.2% |
| 3Y | +172.9% | +9.9% | +163.0% | +138.3% |
| 5Y | +679.9% | -8.7% | +688.6% | +648.5% |
| 10Y | +1,174.7% | +16.8% | +1,157.9% | +887.8% |
| All | +1,174.7% | +16.8% | +1,157.9% | +887.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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