+171.7%
MPC vs BBY
+42.7%
+129.0%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.0% | +3.3% | +2.5% |
| 7D | +3.9% | +8.1% | -4.3% | +1.9% |
| 30D | +33.8% | +8.9% | +24.8% | +30.9% |
| 3M | +49.9% | +22.0% | +27.8% | +42.4% |
| 6M | +80.9% | +37.8% | +43.1% | +65.4% |
| YTD | +147.4% | +37.3% | +110.1% | +125.7% |
| 1Y | +123.2% | +21.6% | +101.6% | +110.2% |
| 3Y | +171.7% | +41.5% | +130.2% | +125.8% |
| All | +171.7% | +42.7% | +129.0% | +125.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling