+104.7%
MPC vs BB
+103.9%
+0.7%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.8% | +0.6% | +3.4% |
| 7D | +2.6% | +7.3% | -4.7% | +2.7% |
| 30D | -12.2% | +11.2% | -23.4% | -12.0% |
| 3M | +20.1% | +4.7% | +15.4% | +20.5% |
| 6M | +60.6% | +51.1% | +9.5% | +63.5% |
| YTD | +150.6% | +148.0% | +2.6% | +161.2% |
| 1Y | +104.7% | +106.1% | -1.5% | +115.8% |
| All | +104.7% | +103.9% | +0.7% | +115.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling