+1,116.6%
MPC vs BEN
+58.2%
+1,058.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.5% | -3.2% | -1.4% |
| 7D | +5.4% | +0.2% | +5.2% | +5.2% |
| 30D | +31.0% | -0.5% | +31.5% | +31.0% |
| 3M | +46.0% | +9.7% | +36.3% | +38.3% |
| 6M | +77.3% | +33.9% | +43.4% | +49.5% |
| YTD | +141.9% | +49.0% | +92.9% | +92.3% |
| 1Y | +120.9% | +42.1% | +78.8% | +79.0% |
| 3Y | +182.7% | +51.9% | +130.8% | +110.9% |
| 5Y | +646.4% | +39.0% | +607.4% | +450.8% |
| All | +1,116.6% | +58.2% | +1,058.4% | +617.0% |
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