+1,169.4%
MPC vs BR
+186.1%
+983.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.5% | +4.7% | +3.5% |
| 7D | +3.9% | -5.9% | +9.8% | +6.8% |
| 30D | +33.8% | +1.9% | +31.9% | +32.2% |
| 3M | +49.9% | +14.7% | +35.2% | +38.8% |
| 6M | +80.9% | -12.8% | +93.7% | +91.2% |
| YTD | +147.4% | -23.0% | +170.5% | +177.5% |
| 1Y | +123.2% | -31.7% | +154.9% | +166.5% |
| 3Y | +171.7% | -4.8% | +176.5% | +163.5% |
| 5Y | +678.6% | +7.8% | +670.7% | +578.2% |
| All | +1,169.4% | +186.1% | +983.3% | +588.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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