+1,079.5%
MPC vs BIL
+25.2%
+1,054.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.3% |
| 7D | -16.2% | -0.3% | -15.9% | -15.9% |
| 30D | -15.7% | 0.0% | -15.7% | -15.4% |
| 3M | +24.9% | +0.3% | +24.6% | +23.7% |
| 6M | +52.7% | +1.2% | +51.4% | +47.6% |
| YTD | +131.9% | +2.5% | +129.4% | +118.0% |
| 1Y | +96.6% | +3.0% | +93.6% | +82.5% |
| 3Y | +163.8% | +13.2% | +150.6% | +82.3% |
| 5Y | +533.1% | +19.4% | +513.7% | +232.4% |
| All | +1,079.5% | +25.2% | +1,054.3% | +454.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 10y: compounded portfolio wealth divided by compounded BIL 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…
10y analysis · Full analysis span regression · 6 months rolling