+1,106.2%
MPC vs AON
+228.2%
+878.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.3% | +4.3% | +4.5% |
| 7D | -9.4% | +0.7% | -10.1% | -9.9% |
| 30D | -14.3% | +23.1% | -37.4% | -22.4% |
| 3M | +31.1% | -6.0% | +37.2% | +33.4% |
| 6M | +60.3% | +7.9% | +52.4% | +51.7% |
| YTD | +142.5% | -4.1% | +146.7% | +140.9% |
| 1Y | +104.6% | -2.3% | +106.9% | +101.0% |
| 3Y | +191.7% | +3.4% | +188.3% | +169.3% |
| 5Y | +549.2% | +17.1% | +532.1% | +436.0% |
| 10Y | +1,106.2% | +230.6% | +875.7% | +444.5% |
| All | +1,106.2% | +228.2% | +878.0% | +444.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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