+101.7%
MPC vs BEN
+72.3%
+29.4%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.2% | -1.3% | 0.0% |
| 7D | -8.8% | +12.1% | -21.0% | -7.7% |
| 30D | -14.4% | +13.4% | -27.8% | -13.1% |
| 3M | +21.9% | +9.4% | +12.6% | +23.5% |
| 6M | +60.1% | +19.3% | +40.9% | +62.5% |
| YTD | +142.3% | +57.3% | +85.1% | +143.2% |
| 1Y | +101.7% | +69.1% | +32.6% | +97.5% |
| All | +101.7% | +72.3% | +29.4% | +97.5% |
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