+1,135.3%
MPC vs BN
+281.2%
+854.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.8% | +4.2% | +3.9% |
| 7D | +2.6% | -2.4% | +5.0% | +4.1% |
| 30D | -12.2% | +13.5% | -25.7% | -19.3% |
| 3M | +20.1% | -5.9% | +26.0% | +22.9% |
| 6M | +60.6% | -8.9% | +69.5% | +65.8% |
| YTD | +150.6% | -7.9% | +158.4% | +151.4% |
| 1Y | +104.7% | -8.3% | +112.9% | +105.2% |
| 3Y | +194.5% | +100.8% | +93.7% | +61.7% |
| 5Y | +582.3% | +38.2% | +544.1% | +367.2% |
| 10Y | +1,135.3% | +302.3% | +832.9% | +342.1% |
| All | +1,135.3% | +281.2% | +854.0% | +342.1% |
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