+3,174.0%
MPC vs BNY
+817.6%
+2,356.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.2% | +3.5% | +3.1% |
| 7D | +3.9% | +1.5% | +2.4% | +2.8% |
| 30D | +33.8% | +3.3% | +30.4% | +30.7% |
| 3M | +49.9% | +15.3% | +34.5% | +34.7% |
| 6M | +80.9% | +42.5% | +38.5% | +39.3% |
| YTD | +147.4% | +42.1% | +105.3% | +90.1% |
| 1Y | +123.2% | +59.4% | +63.8% | +57.6% |
| 3Y | +171.7% | +291.5% | -119.8% | -1.3% |
| 5Y | +678.6% | +252.3% | +426.2% | +193.1% |
| 10Y | +1,134.0% | +407.5% | +726.5% | +249.8% |
| All | +3,174.0% | +817.6% | +2,356.4% | +554.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded BNY 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling