+601.0%
MPC vs BEN
+28.2%
+572.8%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | 0.0% | +0.3% |
| 7D | +11.2% | +6.8% | +4.5% | +9.3% |
| 30D | -14.5% | +18.0% | -32.5% | -18.5% |
| 3M | +16.7% | +7.5% | +9.2% | +14.0% |
| 6M | +67.6% | +14.7% | +52.8% | +59.9% |
| YTD | +157.9% | +56.1% | +101.8% | +121.9% |
| 1Y | +116.7% | +69.6% | +47.1% | +81.1% |
| 3Y | +199.8% | +87.7% | +112.1% | +133.2% |
| All | +601.0% | +28.2% | +572.8% | +537.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling