+171.7%
MPC vs AZO
+14.4%
+157.3%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.1% | +3.3% | +2.3% |
| 7D | +3.9% | -0.5% | +4.3% | +3.9% |
| 30D | +33.8% | -5.6% | +39.4% | +34.0% |
| 3M | +49.9% | -4.0% | +53.8% | +49.9% |
| 6M | +80.9% | -18.9% | +99.9% | +82.6% |
| YTD | +147.4% | -13.0% | +160.4% | +147.6% |
| 1Y | +123.2% | -30.4% | +153.6% | +130.1% |
| 3Y | +171.7% | +12.7% | +159.0% | +155.4% |
| All | +171.7% | +14.4% | +157.3% | +155.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 3y: compounded portfolio wealth divided by compounded AZO 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…
3y analysis · Full analysis span regression · 6 months rolling