+3,101.0%
MPC vs D
+162.3%
+2,938.7%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.5% |
| 7D | +5.4% | +1.5% | +4.0% | +4.8% |
| 30D | +31.0% | -2.6% | +33.6% | +32.5% |
| 3M | +46.0% | 0.0% | +46.0% | +45.8% |
| 6M | +77.3% | +7.4% | +70.0% | +70.4% |
| YTD | +141.9% | +15.9% | +126.0% | +124.1% |
| 1Y | +120.9% | +18.1% | +102.8% | +102.1% |
| 3Y | +182.7% | +58.4% | +124.3% | +116.4% |
| 5Y | +646.4% | +5.2% | +641.2% | +597.4% |
| 10Y | +1,138.7% | +35.9% | +1,102.9% | +891.5% |
| All | +3,101.0% | +162.3% | +2,938.7% | +1,102.5% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded D 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling