+1,171.8%
MPC vs BUD
-2.1%
+1,173.9%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.7% | -0.1% |
| 7D | +11.2% | +1.0% | +10.2% | +10.7% |
| 30D | -14.5% | +6.7% | -21.2% | -17.5% |
| 3M | +16.7% | +5.7% | +11.0% | +12.8% |
| 6M | +67.6% | +5.8% | +61.7% | +60.7% |
| YTD | +157.9% | +34.4% | +123.5% | +115.9% |
| 1Y | +116.7% | +33.3% | +83.4% | +81.9% |
| 3Y | +199.8% | +48.8% | +150.9% | +127.1% |
| 5Y | +604.4% | +52.5% | +551.9% | +402.2% |
| All | +1,171.8% | -2.1% | +1,173.9% | +762.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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