+1,120.0%
MPC vs GEN
+162.9%
+957.1%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.2% | +2.5% | +0.8% |
| 7D | +5.4% | -1.2% | +6.6% | +5.7% |
| 30D | +31.0% | +10.1% | +20.8% | +28.0% |
| 3M | +46.0% | +16.1% | +29.9% | +40.7% |
| 6M | +77.3% | +38.9% | +38.5% | +62.8% |
| YTD | +141.9% | +14.4% | +127.5% | +132.1% |
| 1Y | +120.9% | +5.9% | +115.1% | +115.7% |
| 3Y | +182.7% | +58.8% | +123.9% | +147.0% |
| 5Y | +646.4% | +24.7% | +621.8% | +575.5% |
| All | +1,120.0% | +162.9% | +957.1% | +717.3% |
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