+1,174.7%
MPC vs BTG
+147.2%
+1,027.5%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.2% | +0.3% |
| 7D | +3.2% | +2.4% | +0.8% | +3.0% |
| 30D | +25.0% | +9.5% | +15.6% | +23.9% |
| 3M | +55.2% | +38.5% | +16.7% | +50.1% |
| 6M | +86.4% | +5.6% | +80.7% | +83.9% |
| YTD | +148.5% | +23.9% | +124.5% | +140.2% |
| 1Y | +121.7% | +32.1% | +89.6% | +112.1% |
| 3Y | +172.9% | +103.2% | +69.7% | +145.3% |
| 5Y | +679.9% | +79.7% | +600.2% | +603.3% |
| 10Y | +1,174.7% | +159.1% | +1,015.6% | +1,009.8% |
| All | +1,174.7% | +147.2% | +1,027.5% | +1,009.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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