+180.6%
MPC vs BB
+38.2%
+142.4%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +5.4% | -5.6% | +11.1% | +5.7% |
| 30D | +31.0% | -11.8% | +42.8% | +31.7% |
| 3M | +46.0% | -25.5% | +71.6% | +47.5% |
| 6M | +77.3% | +121.3% | -44.0% | +69.3% |
| YTD | +141.9% | +103.2% | +38.7% | +132.1% |
| 1Y | +120.9% | +102.6% | +18.3% | +111.7% |
| All | +180.6% | +38.2% | +142.4% | +157.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling