+564.6%
MPC vs GEN
+31.7%
+532.9%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.2% |
| 7D | -8.8% | +1.0% | -9.9% | -9.0% |
| 30D | -14.4% | +29.1% | -43.5% | -18.0% |
| 3M | +21.9% | +2.9% | +19.0% | +20.8% |
| 6M | +60.1% | +33.6% | +26.5% | +50.7% |
| YTD | +142.3% | +12.0% | +130.3% | +135.5% |
| 1Y | +101.7% | +16.2% | +85.5% | +94.4% |
| 3Y | +184.8% | +65.1% | +119.7% | +155.8% |
| 5Y | +564.6% | +33.3% | +531.3% | +495.0% |
| All | +564.6% | +31.7% | +532.9% | +495.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling