+1,135.3%
MPC vs FLEX
+658.8%
+476.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +3.8% | -0.4% | +2.2% |
| 7D | +2.6% | +2.2% | +0.3% | +1.5% |
| 30D | -12.2% | -32.6% | +20.4% | -2.4% |
| 3M | +20.1% | -35.5% | +55.6% | +34.0% |
| 6M | +60.6% | -45.6% | +106.2% | +84.4% |
| YTD | +150.6% | +30.7% | +119.9% | +92.6% |
| 1Y | +104.7% | +28.4% | +76.3% | +57.5% |
| 3Y | +194.5% | +301.7% | -107.2% | +29.4% |
| 5Y | +582.3% | +473.3% | +109.0% | +143.6% |
| 10Y | +1,135.3% | +651.7% | +483.5% | +247.7% |
| All | +1,135.3% | +658.8% | +476.4% | +247.7% |
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