+3,101.0%
MPC vs BB
-74.3%
+3,175.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +5.4% | -5.6% | +11.1% | +6.2% |
| 30D | +31.0% | -11.8% | +42.8% | +32.9% |
| 3M | +46.0% | -25.5% | +71.6% | +50.4% |
| 6M | +77.3% | +121.3% | -44.0% | +55.5% |
| YTD | +141.9% | +103.2% | +38.7% | +114.6% |
| 1Y | +120.9% | +102.6% | +18.3% | +95.0% |
| 3Y | +182.7% | +37.5% | +145.2% | +151.6% |
| 5Y | +646.4% | -30.4% | +676.9% | +611.1% |
| 10Y | +1,138.7% | 0.0% | +1,138.7% | +811.0% |
| All | +3,101.0% | -74.3% | +3,175.3% | +2,772.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling