+1,098.3%
MPC vs BB
+28.9%
+1,069.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | 0.0% |
| 7D | -8.8% | +11.6% | -20.4% | -10.2% |
| 30D | -14.4% | +2.6% | -17.0% | -15.1% |
| 3M | +21.9% | +3.5% | +18.4% | +20.1% |
| 6M | +60.1% | +43.5% | +16.6% | +48.7% |
| YTD | +142.3% | +141.2% | +1.2% | +107.3% |
| 1Y | +101.7% | +97.4% | +4.3% | +77.2% |
| 3Y | +184.8% | +151.1% | +33.7% | +130.1% |
| 5Y | +564.6% | -12.8% | +577.4% | +516.2% |
| 10Y | +1,098.3% | +27.5% | +1,070.9% | +617.2% |
| All | +1,098.3% | +28.9% | +1,069.4% | +617.2% |
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