+101.7%
MPC vs HBM
+31.9%
+69.8%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.7% | +3.6% | -0.2% |
| 7D | -8.8% | +2.4% | -11.2% | -8.7% |
| 30D | -14.4% | -16.0% | +1.6% | -15.0% |
| 3M | +21.9% | -21.3% | +43.3% | +20.9% |
| 6M | +60.1% | -12.2% | +72.4% | +60.3% |
| YTD | +142.3% | +10.7% | +131.6% | +132.0% |
| 1Y | +101.7% | +30.3% | +71.4% | +89.0% |
| All | +101.7% | +31.9% | +69.8% | +89.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 1y: compounded portfolio wealth divided by compounded HBM 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…
1y analysis · Full analysis span regression · 6 months rolling