+117.2%
MPC vs BEN
+56.2%
+61.0%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +4.7% | -12.8% | -7.5% |
| 7D | -10.9% | +6.7% | -17.7% | -10.2% |
| 30D | -9.4% | +3.0% | -12.4% | -8.7% |
| 3M | +26.0% | -4.3% | +30.3% | +26.6% |
| 6M | +56.5% | +16.4% | +40.2% | +57.5% |
| YTD | +144.3% | +46.8% | +97.5% | +143.1% |
| 1Y | +117.2% | +57.3% | +59.9% | +111.6% |
| All | +117.2% | +56.2% | +61.0% | +111.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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