+3,005.7%
MPC vs GEN
+356.0%
+2,649.7%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.9% | -3.0% | -3.7% |
| 7D | -12.8% | +8.5% | -21.3% | -14.8% |
| 30D | -12.7% | +34.2% | -46.9% | -20.0% |
| 3M | +27.1% | +10.0% | +17.1% | +22.1% |
| 6M | +45.8% | +56.8% | -11.0% | +25.3% |
| YTD | +134.7% | +14.2% | +120.5% | +119.9% |
| 1Y | +106.0% | +20.8% | +85.3% | +89.6% |
| 3Y | +165.5% | +84.1% | +81.4% | +110.3% |
| 5Y | +540.9% | +37.1% | +503.8% | +438.8% |
| 10Y | +1,133.6% | +171.5% | +962.1% | +631.3% |
| All | +3,005.7% | +356.0% | +2,649.7% | +1,249.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling