+642.2%
MPC vs D
+5.6%
+636.7%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.4% |
| 7D | +5.4% | +1.5% | +4.0% | +5.2% |
| 30D | +31.0% | -2.6% | +33.6% | +31.6% |
| 3M | +46.0% | 0.0% | +46.0% | +45.9% |
| 6M | +77.3% | +7.4% | +70.0% | +74.4% |
| YTD | +141.9% | +15.9% | +126.0% | +134.3% |
| 1Y | +120.9% | +18.1% | +102.8% | +112.9% |
| 3Y | +182.7% | +58.4% | +124.3% | +154.0% |
| All | +642.2% | +5.6% | +636.7% | +625.1% |
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 2021-09-04 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling