+117.2%
MPC vs EXEL
+92.4%
+24.8%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +0.6% | -8.7% | -8.0% |
| 7D | -10.9% | +9.8% | -20.7% | -9.7% |
| 30D | -9.4% | +23.6% | -33.0% | -6.6% |
| 3M | +26.0% | +29.9% | -4.0% | +31.4% |
| 6M | +56.5% | +64.7% | -8.2% | +68.6% |
| YTD | +144.3% | +66.0% | +78.3% | +162.8% |
| 1Y | +117.2% | +92.0% | +25.3% | +126.8% |
| All | +117.2% | +92.4% | +24.8% | +126.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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