+534.5%
MPC vs GEN
+32.5%
+502.0%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.6% | +1.4% | -0.8% |
| 7D | -16.2% | +2.3% | -18.5% | -16.5% |
| 30D | -15.7% | +33.1% | -48.8% | -19.7% |
| 3M | +24.9% | +6.5% | +18.4% | +23.0% |
| 6M | +52.7% | +53.8% | -1.1% | +39.7% |
| YTD | +131.9% | +11.2% | +120.6% | +125.6% |
| 1Y | +96.6% | +19.4% | +77.3% | +88.4% |
| 3Y | +163.8% | +81.0% | +82.7% | +132.8% |
| All | +534.5% | +32.5% | +502.0% | +475.3% |
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 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