+1,166.2%
MPC vs BUD
-3.2%
+1,169.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.3% | +2.8% | +2.6% |
| 7D | +9.4% | -1.6% | +11.0% | +10.2% |
| 30D | -13.4% | +6.7% | -20.1% | -16.5% |
| 3M | +18.9% | +5.9% | +13.0% | +14.8% |
| 6M | +64.9% | +5.1% | +59.8% | +58.7% |
| YTD | +156.8% | +32.9% | +123.9% | +116.1% |
| 1Y | +113.2% | +31.8% | +81.3% | +79.9% |
| 3Y | +201.8% | +47.4% | +154.4% | +129.7% |
| 5Y | +601.4% | +50.8% | +550.6% | +402.7% |
| All | +1,166.2% | -3.2% | +1,169.4% | +762.9% |
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