+1,134.0%
MPC vs EFX
+40.1%
+1,094.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -3.1% | +5.3% | +3.2% |
| 7D | +3.9% | -7.8% | +11.7% | +6.3% |
| 30D | +33.8% | -5.7% | +39.5% | +35.7% |
| 3M | +49.9% | +2.5% | +47.3% | +46.9% |
| 6M | +80.9% | -16.7% | +97.6% | +88.1% |
| YTD | +147.4% | -20.2% | +167.6% | +159.0% |
| 1Y | +123.2% | -31.4% | +154.6% | +145.1% |
| 3Y | +171.7% | -10.5% | +182.2% | +159.9% |
| 5Y | +678.6% | -35.2% | +713.8% | +723.4% |
| 10Y | +1,134.0% | +40.2% | +1,093.9% | +796.7% |
| All | +1,134.0% | +40.1% | +1,094.0% | +796.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded EFX 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling