+1,079.5%
MPC vs BEN
+62.2%
+1,017.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.7% | -5.9% | -3.5% |
| 7D | -16.2% | +6.6% | -22.8% | -19.1% |
| 30D | -15.7% | +3.8% | -19.6% | -17.8% |
| 3M | +24.9% | +0.2% | +24.7% | +23.6% |
| 6M | +52.7% | +10.4% | +42.2% | +42.7% |
| YTD | +131.9% | +46.2% | +85.7% | +84.9% |
| 1Y | +96.6% | +52.3% | +44.4% | +53.0% |
| 3Y | +163.8% | +65.9% | +97.8% | +86.5% |
| 5Y | +533.1% | +20.6% | +512.6% | +417.0% |
| All | +1,079.5% | +62.2% | +1,017.3% | +588.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling