+1,094.5%
MPC vs BUD
-2.2%
+1,096.7%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.2% | -0.6% |
| 7D | -8.8% | +6.0% | -14.9% | -11.5% |
| 30D | -14.4% | +11.3% | -25.7% | -19.0% |
| 3M | +21.9% | +3.6% | +18.4% | +19.0% |
| 6M | +60.1% | +7.7% | +52.4% | +52.4% |
| YTD | +142.3% | +36.4% | +105.9% | +101.6% |
| 1Y | +101.7% | +37.8% | +63.8% | +66.7% |
| 3Y | +184.8% | +51.2% | +133.5% | +114.4% |
| 5Y | +564.6% | +53.4% | +511.2% | +374.2% |
| All | +1,094.5% | -2.2% | +1,096.7% | +707.4% |
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