+3,106.3%
MPC vs BEN
+62.8%
+3,043.5%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.2% | -1.3% | -0.7% |
| 7D | -8.8% | +12.1% | -21.0% | -14.7% |
| 30D | -14.4% | +13.4% | -27.8% | -20.6% |
| 3M | +21.9% | +9.4% | +12.6% | +15.0% |
| 6M | +60.1% | +19.3% | +40.9% | +42.5% |
| YTD | +142.3% | +57.3% | +85.1% | +81.6% |
| 1Y | +101.7% | +69.1% | +32.6% | +44.6% |
| 3Y | +184.8% | +85.6% | +99.2% | +82.8% |
| 5Y | +564.6% | +32.9% | +531.7% | +397.1% |
| 10Y | +1,098.3% | +58.3% | +1,040.0% | +614.5% |
| All | +3,106.3% | +62.8% | +3,043.5% | +1,659.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling