+1,098.3%
MPC vs BN
+280.2%
+818.1%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.3% | +1.3% | +0.7% |
| 7D | -8.8% | +4.3% | -13.1% | -11.4% |
| 30D | -14.4% | +14.3% | -28.7% | -21.6% |
| 3M | +21.9% | -4.1% | +26.0% | +23.5% |
| 6M | +60.1% | -9.7% | +69.8% | +66.2% |
| YTD | +142.3% | -7.1% | +149.5% | +142.1% |
| 1Y | +101.7% | -7.4% | +109.1% | +101.2% |
| 3Y | +184.8% | +102.3% | +82.4% | +55.9% |
| 5Y | +564.6% | +35.9% | +528.7% | +363.5% |
| 10Y | +1,098.3% | +289.2% | +809.2% | +324.4% |
| All | +1,098.3% | +280.2% | +818.1% | +324.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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