+699.0%
MPC vs DOCN
+74.7%
+624.4%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.5% | -3.7% | -1.4% |
| 7D | -16.2% | -19.2% | +3.0% | -15.0% |
| 30D | -15.7% | -43.1% | +27.3% | -12.9% |
| 3M | +24.9% | -40.7% | +65.6% | +28.2% |
| 6M | +52.7% | -55.0% | +107.6% | +58.9% |
| YTD | +131.9% | +50.6% | +81.2% | +117.0% |
| 1Y | +96.6% | +54.0% | +42.7% | +83.5% |
| 3Y | +163.8% | +203.9% | -40.1% | +130.1% |
| 5Y | +533.1% | -29.4% | +562.5% | +474.5% |
| All | +699.0% | +74.7% | +624.4% | +586.9% |
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