+1,135.3%
MPC vs BB
+31.7%
+1,103.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.8% | +0.6% | +3.0% |
| 7D | +2.6% | +7.3% | -4.7% | +1.6% |
| 30D | -12.2% | +11.2% | -23.4% | -13.8% |
| 3M | +20.1% | +4.7% | +15.4% | +18.1% |
| 6M | +60.6% | +51.1% | +9.5% | +48.1% |
| YTD | +150.6% | +148.0% | +2.6% | +113.6% |
| 1Y | +104.7% | +106.1% | -1.5% | +78.7% |
| 3Y | +194.5% | +158.2% | +36.2% | +137.1% |
| 5Y | +582.3% | -10.8% | +593.1% | +531.0% |
| 10Y | +1,135.3% | +29.3% | +1,106.0% | +638.5% |
| All | +1,135.3% | +31.7% | +1,103.6% | +638.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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