+1,134.0%
MPC vs APTV
-19.3%
+1,153.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -4.6% | +6.9% | +4.2% |
| 7D | +3.9% | +2.0% | +1.9% | +2.8% |
| 30D | +33.8% | -7.7% | +41.5% | +37.8% |
| 3M | +49.9% | -34.0% | +83.9% | +75.0% |
| 6M | +80.9% | -37.1% | +118.0% | +110.8% |
| YTD | +147.4% | -39.9% | +187.3% | +192.5% |
| 1Y | +123.2% | -44.4% | +167.6% | +172.0% |
| 3Y | +171.7% | -54.5% | +226.2% | +243.0% |
| 5Y | +678.6% | -69.1% | +747.7% | +1,022.9% |
| 10Y | +1,134.0% | -20.0% | +1,154.0% | +998.8% |
| All | +1,134.0% | -19.3% | +1,153.3% | +998.8% |
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