+180.6%
MPC vs BEN
+52.7%
+128.0%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.5% | -3.2% | -0.5% |
| 7D | +5.4% | +0.2% | +5.2% | +5.3% |
| 30D | +31.0% | -0.5% | +31.5% | +31.0% |
| 3M | +46.0% | +9.7% | +36.3% | +42.4% |
| 6M | +77.3% | +33.9% | +43.4% | +63.5% |
| YTD | +141.9% | +49.0% | +92.9% | +115.7% |
| 1Y | +120.9% | +42.1% | +78.8% | +99.4% |
| All | +180.6% | +52.7% | +128.0% | +131.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling