+1,079.5%
MPC vs BN
+271.1%
+808.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -0.7% |
| 7D | -16.2% | +5.3% | -21.5% | -19.3% |
| 30D | -15.7% | +11.9% | -27.6% | -21.9% |
| 3M | +24.9% | -5.7% | +30.6% | +27.7% |
| 6M | +52.7% | -10.6% | +63.3% | +59.3% |
| YTD | +131.9% | -9.4% | +141.2% | +134.9% |
| 1Y | +96.6% | -8.8% | +105.4% | +97.7% |
| 3Y | +163.8% | +95.6% | +68.1% | +47.7% |
| 5Y | +533.1% | +30.2% | +503.0% | +356.1% |
| All | +1,079.5% | +271.1% | +808.4% | +322.9% |
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