+1,135.3%
MPC vs GRMN
+665.4%
+469.9%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.8% | +1.6% | +2.7% |
| 7D | +2.6% | +1.7% | +0.9% | +2.0% |
| 30D | -12.2% | +10.2% | -22.4% | -16.1% |
| 3M | +20.1% | -4.7% | +24.8% | +21.5% |
| 6M | +60.6% | +22.3% | +38.3% | +43.7% |
| YTD | +150.6% | +46.7% | +103.9% | +101.9% |
| 1Y | +104.7% | +49.6% | +55.0% | +63.1% |
| 3Y | +194.5% | +165.3% | +29.2% | +57.3% |
| 5Y | +582.3% | +130.3% | +452.0% | +292.7% |
| 10Y | +1,135.3% | +658.0% | +477.3% | +258.5% |
| All | +1,135.3% | +665.4% | +469.9% | +258.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 10y: compounded portfolio wealth divided by compounded GRMN 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…
10y analysis · Full analysis span regression · 6 months rolling