+1,135.3%
MPC vs BEN
+60.1%
+1,075.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | 0.0% | +3.4% | +3.4% |
| 7D | +2.6% | +7.2% | -4.6% | -0.9% |
| 30D | -12.2% | +14.1% | -26.3% | -18.2% |
| 3M | +20.1% | +9.9% | +10.1% | +13.6% |
| 6M | +60.6% | +17.4% | +43.2% | +45.7% |
| YTD | +150.6% | +57.3% | +93.3% | +92.5% |
| 1Y | +104.7% | +66.9% | +37.7% | +52.0% |
| 3Y | +194.5% | +85.7% | +108.8% | +95.9% |
| 5Y | +582.3% | +31.2% | +551.1% | +433.0% |
| 10Y | +1,135.3% | +61.0% | +1,074.2% | +593.9% |
| All | +1,135.3% | +60.1% | +1,075.2% | +593.9% |
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