+117.2%
MPC vs GEN
+20.2%
+97.1%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +4.0% | -12.1% | -8.1% |
| 7D | -10.9% | +26.9% | -37.8% | -11.1% |
| 30D | -9.4% | +38.6% | -48.1% | -9.9% |
| 3M | +26.0% | +9.7% | +16.2% | +26.0% |
| 6M | +56.5% | +58.9% | -2.4% | +54.4% |
| YTD | +144.3% | +15.3% | +128.9% | +142.0% |
| 1Y | +117.2% | +21.8% | +95.5% | +113.6% |
| All | +117.2% | +20.2% | +97.1% | +113.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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