+703.7%
MPC vs DOW
-15.4%
+719.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.4% | +1.8% | +2.0% |
| 7D | +3.9% | -2.9% | +6.8% | +5.7% |
| 30D | +33.8% | +2.0% | +31.8% | +31.7% |
| 3M | +49.9% | -12.5% | +62.4% | +61.4% |
| 6M | +80.9% | -9.2% | +90.1% | +88.0% |
| YTD | +147.4% | +30.8% | +116.7% | +100.0% |
| 1Y | +123.2% | +29.4% | +93.8% | +77.4% |
| 3Y | +171.7% | -34.6% | +206.3% | +231.6% |
| 5Y | +678.6% | -35.9% | +714.5% | +840.3% |
| All | +703.7% | -15.4% | +719.1% | +595.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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