+104.7%
MPC vs DOW
+53.6%
+51.0%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +3.4% | 0.0% | +2.1% |
| 7D | +2.6% | -0.5% | +3.1% | +2.8% |
| 30D | -12.2% | +15.7% | -27.9% | -16.8% |
| 3M | +20.1% | +5.3% | +14.8% | +17.5% |
| 6M | +60.6% | -14.2% | +74.8% | +70.5% |
| YTD | +150.6% | +43.9% | +106.7% | +126.9% |
| 1Y | +104.7% | +53.1% | +51.6% | +82.7% |
| All | +104.7% | +53.6% | +51.0% | +82.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling