+1,106.2%
MPC vs FLEX
+659.4%
+446.8%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +12.0% | -7.4% | +0.9% |
| 7D | -9.4% | -7.2% | -2.3% | -7.7% |
| 30D | -14.3% | -34.8% | +20.4% | -3.8% |
| 3M | +31.1% | -35.6% | +66.7% | +46.4% |
| 6M | +60.3% | -45.0% | +105.3% | +83.3% |
| YTD | +142.5% | +29.4% | +113.1% | +87.1% |
| 1Y | +104.6% | +24.8% | +79.8% | +59.1% |
| 3Y | +191.7% | +304.4% | -112.7% | +27.6% |
| 5Y | +549.2% | +484.1% | +65.1% | +129.4% |
| 10Y | +1,106.2% | +640.4% | +465.8% | +242.2% |
| All | +1,106.2% | +659.4% | +446.8% | +242.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 10y: compounded portfolio wealth divided by compounded FLEX 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…
10y analysis · Full analysis span regression · 6 months rolling