+104.7%
MPC vs EXEL
+70.6%
+34.1%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.2% | +3.2% | +3.4% |
| 7D | +2.6% | -2.8% | +5.4% | +2.2% |
| 30D | -12.2% | +18.2% | -30.4% | -9.7% |
| 3M | +20.1% | +37.7% | -17.7% | +27.2% |
| 6M | +60.6% | +42.2% | +18.4% | +71.0% |
| YTD | +150.6% | +61.3% | +89.3% | +172.5% |
| 1Y | +104.7% | +64.5% | +40.2% | +123.7% |
| All | +104.7% | +70.6% | +34.1% | +123.7% |
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