+3,005.7%
MPC vs BIL
+24.8%
+2,980.9%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | 0.0% | -3.9% | -3.9% |
| 7D | -12.8% | -0.3% | -12.5% | -12.8% |
| 30D | -12.7% | 0.0% | -12.7% | -12.5% |
| 3M | +27.1% | +0.3% | +26.8% | +27.0% |
| 6M | +45.8% | +1.2% | +44.6% | +45.7% |
| YTD | +134.7% | +2.4% | +132.3% | +135.1% |
| 1Y | +106.0% | +3.0% | +103.0% | +106.8% |
| 3Y | +165.5% | +13.1% | +152.4% | +168.4% |
| 5Y | +540.9% | +19.4% | +521.5% | +546.3% |
| 10Y | +1,133.6% | +25.2% | +1,108.5% | +1,316.4% |
| All | +3,005.7% | +24.8% | +2,980.9% | +3,520.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling