+1,135.3%
MPC vs GEN
+156.5%
+978.7%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.1% | +1.3% | +3.0% |
| 7D | +2.6% | -0.8% | +3.4% | +2.8% |
| 30D | -12.2% | +31.2% | -43.4% | -17.5% |
| 3M | +20.1% | +6.1% | +14.0% | +17.5% |
| 6M | +60.6% | +38.1% | +22.5% | +47.4% |
| YTD | +150.6% | +14.4% | +136.2% | +138.8% |
| 1Y | +104.7% | +15.1% | +89.5% | +94.6% |
| 3Y | +194.5% | +68.5% | +126.0% | +152.6% |
| 5Y | +582.3% | +35.8% | +546.5% | +500.7% |
| 10Y | +1,135.3% | +155.4% | +979.9% | +730.1% |
| All | +1,135.3% | +156.5% | +978.7% | +730.1% |
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