+171.7%
MPC vs BLK
+69.2%
+102.5%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.9% | +4.2% | +2.7% |
| 7D | +3.9% | -2.4% | +6.3% | +4.4% |
| 30D | +33.8% | -3.1% | +36.9% | +34.6% |
| 3M | +49.9% | +10.7% | +39.2% | +45.5% |
| 6M | +80.9% | +15.9% | +65.1% | +71.1% |
| YTD | +147.4% | +4.0% | +143.4% | +142.2% |
| 1Y | +123.2% | +1.3% | +121.9% | +120.5% |
| 3Y | +171.7% | +69.6% | +102.2% | +122.1% |
| All | +171.7% | +69.2% | +102.5% | +122.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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