+1,106.2%
MPC vs CG
+320.1%
+786.1%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +6.6% | -2.0% | +1.9% |
| 7D | -9.4% | +3.0% | -12.5% | -10.8% |
| 30D | -14.3% | +10.1% | -24.4% | -18.3% |
| 3M | +31.1% | -10.8% | +41.9% | +36.1% |
| 6M | +60.3% | -15.2% | +75.5% | +68.2% |
| YTD | +142.5% | -26.9% | +169.4% | +167.3% |
| 1Y | +104.6% | -17.0% | +121.6% | +111.8% |
| 3Y | +191.7% | +54.6% | +137.1% | +107.2% |
| 5Y | +549.2% | -16.7% | +566.0% | +504.3% |
| 10Y | +1,106.2% | +320.1% | +786.1% | +397.9% |
| All | +1,106.2% | +320.1% | +786.1% | +397.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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