+645.3%
MPC vs FRSH
-72.4%
+717.7%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.4% | +1.8% | +0.5% |
| 7D | +3.2% | -9.6% | +12.8% | +4.0% |
| 30D | +25.0% | -0.4% | +25.5% | +24.9% |
| 3M | +55.2% | +27.2% | +28.0% | +51.8% |
| 6M | +86.4% | +42.2% | +44.2% | +80.3% |
| YTD | +148.5% | -2.6% | +151.1% | +146.7% |
| 1Y | +121.7% | -10.2% | +131.9% | +121.5% |
| 3Y | +172.9% | -45.5% | +218.4% | +178.5% |
| All | +645.3% | -72.4% | +717.7% | +632.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 5y: compounded portfolio wealth divided by compounded FRSH 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…
5y analysis · Full analysis span regression · 6 months rolling