+180.6%
MPC vs DAR
+6.3%
+174.3%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.6% |
| 7D | +5.4% | +1.4% | +4.1% | +5.0% |
| 30D | +31.0% | +12.8% | +18.2% | +26.0% |
| 3M | +46.0% | +7.4% | +38.7% | +42.5% |
| 6M | +77.3% | +22.3% | +55.1% | +67.2% |
| YTD | +141.9% | +81.1% | +60.8% | +105.2% |
| 1Y | +120.9% | +106.5% | +14.4% | +80.0% |
| All | +180.6% | +6.3% | +174.3% | +149.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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