+601.4%
MPC vs AVTR
-59.7%
+661.0%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.7% | +3.2% | +2.6% |
| 7D | +9.4% | +3.2% | +6.2% | +9.0% |
| 30D | -13.4% | +0.5% | -13.9% | -13.5% |
| 3M | +18.9% | +12.1% | +6.7% | +17.1% |
| 6M | +64.9% | +91.2% | -26.3% | +50.9% |
| YTD | +156.8% | +36.3% | +120.5% | +145.3% |
| 1Y | +113.2% | +35.2% | +77.9% | +103.7% |
| 3Y | +201.8% | -15.8% | +217.6% | +200.7% |
| 5Y | +601.4% | -58.9% | +660.3% | +626.4% |
| All | +601.4% | -59.7% | +661.0% | +626.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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