+104.7%
MPC vs BN
-8.2%
+112.8%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.8% | +4.2% | +3.3% |
| 7D | +2.6% | -2.4% | +5.0% | +2.0% |
| 30D | -12.2% | +13.5% | -25.7% | -10.0% |
| 3M | +20.1% | -5.9% | +26.0% | +20.6% |
| 6M | +60.6% | -8.9% | +69.5% | +61.3% |
| YTD | +150.6% | -7.9% | +158.4% | +151.1% |
| 1Y | +104.7% | -8.3% | +112.9% | +105.5% |
| All | +104.7% | -8.2% | +112.8% | +105.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling