+120.9%
MPC vs BND
+1.4%
+119.5%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.4% |
| 7D | +5.4% | -0.1% | +5.6% | +5.0% |
| 30D | +31.0% | -0.4% | +31.3% | +29.8% |
| 3M | +46.0% | -0.6% | +46.7% | +43.9% |
| 6M | +77.3% | -1.4% | +78.8% | +72.5% |
| YTD | +141.9% | -0.2% | +142.1% | +138.7% |
| 1Y | +120.9% | +1.3% | +119.6% | +121.1% |
| All | +120.9% | +1.4% | +119.5% | +121.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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