+1,106.2%
MPC vs BUD
-8.7%
+1,115.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.3% | +3.3% | +4.0% |
| 7D | -9.4% | +1.3% | -10.7% | -10.1% |
| 30D | -14.3% | +10.0% | -24.4% | -18.5% |
| 3M | +31.1% | +1.6% | +29.5% | +29.1% |
| 6M | +60.3% | +6.5% | +53.8% | +53.4% |
| YTD | +142.5% | +34.8% | +107.7% | +102.9% |
| 1Y | +104.6% | +36.5% | +68.1% | +69.9% |
| 3Y | +191.7% | +49.0% | +142.8% | +121.4% |
| 5Y | +549.2% | +51.7% | +497.5% | +366.0% |
| 10Y | +1,106.2% | -7.5% | +1,113.8% | +726.7% |
| All | +1,106.2% | -8.7% | +1,115.0% | +726.7% |
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