+1,106.2%
MPC vs DKS
+244.9%
+861.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +4.9% | -0.3% | +3.4% |
| 7D | -9.4% | +3.8% | -13.2% | -10.4% |
| 30D | -14.3% | +8.1% | -22.4% | -16.2% |
| 3M | +31.1% | -28.6% | +59.7% | +39.1% |
| 6M | +60.3% | -33.6% | +93.9% | +71.9% |
| YTD | +142.5% | -23.8% | +166.3% | +148.8% |
| 1Y | +104.6% | -30.7% | +135.3% | +114.8% |
| 3Y | +191.7% | +41.5% | +150.2% | +140.2% |
| 5Y | +549.2% | +23.0% | +526.2% | +421.8% |
| 10Y | +1,106.2% | +236.0% | +870.2% | +444.2% |
| All | +1,106.2% | +244.9% | +861.3% | +444.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 DKS 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