+1,079.5%
MPC vs GEN
+157.3%
+922.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.6% | +1.4% | -0.7% |
| 7D | -16.2% | +2.3% | -18.5% | -16.7% |
| 30D | -15.7% | +33.1% | -48.8% | -21.1% |
| 3M | +24.9% | +6.5% | +18.4% | +22.0% |
| 6M | +52.7% | +53.8% | -1.1% | +36.3% |
| YTD | +131.9% | +11.2% | +120.6% | +122.2% |
| 1Y | +96.6% | +19.4% | +77.3% | +85.1% |
| 3Y | +163.8% | +81.0% | +82.7% | +121.8% |
| 5Y | +533.1% | +33.4% | +499.7% | +458.7% |
| All | +1,079.5% | +157.3% | +922.2% | +684.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling