+1,106.2%
MPC vs HDB
+61.5%
+1,044.7%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +2.7% | +1.9% | +3.6% |
| 7D | -9.4% | +13.7% | -23.1% | -14.1% |
| 30D | -14.3% | +15.8% | -30.2% | -19.5% |
| 3M | +31.1% | +9.2% | +21.9% | +25.6% |
| 6M | +60.3% | +3.2% | +57.1% | +55.4% |
| YTD | +142.5% | -29.4% | +171.9% | +174.1% |
| 1Y | +104.6% | -27.9% | +132.5% | +128.7% |
| 3Y | +191.7% | -5.9% | +197.6% | +174.2% |
| 5Y | +549.2% | -23.5% | +572.7% | +556.4% |
| 10Y | +1,106.2% | +61.3% | +1,044.9% | +759.2% |
| All | +1,106.2% | +61.5% | +1,044.7% | +759.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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