+101.7%
MPC vs GEN
+18.5%
+83.2%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.1% |
| 7D | -8.8% | +1.0% | -9.9% | -8.8% |
| 30D | -14.4% | +29.1% | -43.5% | -14.8% |
| 3M | +21.9% | +2.9% | +19.0% | +22.1% |
| 6M | +60.1% | +33.6% | +26.5% | +58.6% |
| YTD | +142.3% | +12.0% | +130.3% | +139.9% |
| 1Y | +101.7% | +16.2% | +85.5% | +97.7% |
| All | +101.7% | +18.5% | +83.2% | +97.7% |
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