+163.8%
MPC vs GEN
+79.4%
+84.4%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.6% | +1.4% | -0.9% |
| 7D | -16.2% | +2.3% | -18.5% | -16.4% |
| 30D | -15.7% | +33.1% | -48.8% | -18.9% |
| 3M | +24.9% | +6.5% | +18.4% | +23.5% |
| 6M | +52.7% | +53.8% | -1.1% | +41.2% |
| YTD | +131.9% | +11.2% | +120.6% | +128.3% |
| 1Y | +96.6% | +19.4% | +77.3% | +90.4% |
| 3Y | +163.8% | +81.0% | +82.7% | +168.6% |
| All | +163.8% | +79.4% | +84.4% | +168.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling