+1,098.3%
MPC vs BBY
+282.3%
+816.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +2.0% | +0.6% |
| 7D | -8.8% | +10.9% | -19.7% | -12.3% |
| 30D | -14.4% | +19.6% | -34.0% | -20.1% |
| 3M | +21.9% | +27.6% | -5.7% | +10.7% |
| 6M | +60.1% | +79.4% | -19.3% | +27.2% |
| YTD | +142.3% | +61.7% | +80.6% | +98.1% |
| 1Y | +101.7% | +40.3% | +61.4% | +73.5% |
| 3Y | +184.8% | +87.9% | +96.9% | +108.3% |
| 5Y | +564.6% | +0.2% | +564.4% | +498.6% |
| 10Y | +1,098.3% | +274.5% | +823.9% | +620.2% |
| All | +1,098.3% | +282.3% | +816.0% | +620.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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