+3,101.0%
MPC vs GEN
+356.7%
+2,744.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.2% | +2.5% | +0.9% |
| 7D | +5.4% | -1.2% | +6.6% | +5.7% |
| 30D | +31.0% | +10.1% | +20.8% | +27.2% |
| 3M | +46.0% | +16.1% | +29.9% | +39.2% |
| 6M | +77.3% | +38.9% | +38.5% | +59.0% |
| YTD | +141.9% | +14.4% | +127.5% | +129.1% |
| 1Y | +120.9% | +5.9% | +115.1% | +113.8% |
| 3Y | +182.7% | +58.8% | +123.9% | +136.9% |
| 5Y | +646.4% | +24.7% | +621.8% | +554.7% |
| 10Y | +1,138.7% | +163.1% | +975.7% | +651.6% |
| All | +3,101.0% | +356.7% | +2,744.3% | +1,305.6% |
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