+180.6%
MPC vs BN
+77.7%
+103.0%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.4% |
| 7D | +5.4% | -2.5% | +7.9% | +6.1% |
| 30D | +31.0% | -9.5% | +40.5% | +34.2% |
| 3M | +46.0% | -10.4% | +56.4% | +49.8% |
| 6M | +77.3% | -6.4% | +83.7% | +78.1% |
| YTD | +141.9% | -11.9% | +153.8% | +147.0% |
| 1Y | +120.9% | -8.6% | +129.5% | +121.5% |
| All | +180.6% | +77.7% | +103.0% | +130.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling