+180.6%
MPC vs BUD
+50.7%
+129.9%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.3% |
| 7D | +5.4% | +0.3% | +5.2% | +5.4% |
| 30D | +31.0% | -5.7% | +36.6% | +31.1% |
| 3M | +46.0% | +3.1% | +42.9% | +45.9% |
| 6M | +77.3% | +7.9% | +69.4% | +77.0% |
| YTD | +141.9% | +27.3% | +114.6% | +137.2% |
| 1Y | +120.9% | +37.8% | +83.1% | +115.0% |
| All | +180.6% | +50.7% | +129.9% | +164.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling