+1,098.3%
MPC vs APTV
-25.9%
+1,124.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | +0.3% |
| 7D | -8.8% | -4.3% | -4.6% | -7.4% |
| 30D | -14.4% | -9.7% | -4.7% | -11.1% |
| 3M | +21.9% | -20.6% | +42.5% | +32.9% |
| 6M | +60.1% | -31.7% | +91.8% | +80.3% |
| YTD | +142.3% | -48.0% | +190.3% | +202.5% |
| 1Y | +101.7% | -52.1% | +153.8% | +160.7% |
| 3Y | +184.8% | -47.9% | +232.7% | +231.8% |
| 5Y | +564.6% | -76.9% | +641.5% | +1,013.0% |
| 10Y | +1,098.3% | -26.7% | +1,125.1% | +966.9% |
| All | +1,098.3% | -25.9% | +1,124.2% | +966.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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