+191.2%
MPC vs BEN
+87.8%
+103.4%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | 0.0% | +3.4% | +3.4% |
| 7D | +2.6% | +7.2% | -4.6% | +1.1% |
| 30D | -12.2% | +14.1% | -26.3% | -14.7% |
| 3M | +20.1% | +9.9% | +10.1% | +17.5% |
| 6M | +60.6% | +17.4% | +43.2% | +53.9% |
| YTD | +150.6% | +57.3% | +93.3% | +119.8% |
| 1Y | +104.7% | +66.9% | +37.7% | +75.8% |
| All | +191.2% | +87.8% | +103.4% | +122.3% |
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