+708.8%
MPC vs DOCN
+70.4%
+638.5%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -15.9% | +11.9% | -2.8% |
| 7D | -12.8% | -29.3% | +16.5% | -10.8% |
| 30D | -12.7% | -46.0% | +33.3% | -9.4% |
| 3M | +27.1% | -43.2% | +70.3% | +30.9% |
| 6M | +45.8% | -53.7% | +99.5% | +51.3% |
| YTD | +134.7% | +46.9% | +87.8% | +120.0% |
| 1Y | +106.0% | +54.3% | +51.7% | +92.2% |
| 3Y | +165.5% | +185.5% | -20.0% | +132.5% |
| 5Y | +540.9% | -31.1% | +572.0% | +482.5% |
| All | +708.8% | +70.4% | +638.5% | +596.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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