+96.6%
MPC vs EXEL
+73.7%
+22.9%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.3% | -2.5% | -1.1% |
| 7D | -16.2% | +0.3% | -16.4% | -16.1% |
| 30D | -15.7% | +19.0% | -34.8% | -13.2% |
| 3M | +24.9% | +33.3% | -8.4% | +31.3% |
| 6M | +52.7% | +42.9% | +9.8% | +62.0% |
| YTD | +131.9% | +58.7% | +73.1% | +150.3% |
| 1Y | +96.6% | +70.5% | +26.1% | +110.3% |
| All | +96.6% | +73.7% | +22.9% | +110.3% |
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