+104.7%
MPC vs CG
-19.9%
+124.6%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -1.4% | +4.8% | +3.4% |
| 7D | +2.6% | -3.8% | +6.4% | +2.3% |
| 30D | -12.2% | +7.5% | -19.7% | -11.9% |
| 3M | +20.1% | -14.4% | +34.4% | +20.4% |
| 6M | +60.6% | -15.7% | +76.3% | +61.9% |
| YTD | +150.6% | -29.0% | +179.5% | +153.0% |
| 1Y | +104.7% | -22.1% | +126.8% | +100.5% |
| All | +104.7% | -19.9% | +124.6% | +100.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling