+64.9%
MPC vs BLK
+14.4%
+50.5%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.8% | +3.3% | +2.2% |
| 7D | +9.4% | +3.9% | +5.5% | +10.8% |
| 30D | -13.4% | +14.1% | -27.6% | -9.0% |
| 3M | +18.9% | +5.3% | +13.5% | +21.8% |
| 6M | +64.9% | +12.6% | +52.3% | +71.6% |
| All | +64.9% | +14.4% | +50.5% | +71.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling