+1,116.6%
MPC vs HDB
+38.3%
+1,078.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.5% |
| 7D | +5.4% | +0.4% | +5.0% | +5.2% |
| 30D | +31.0% | -2.8% | +33.8% | +32.3% |
| 3M | +46.0% | -3.5% | +49.6% | +46.6% |
| 6M | +77.3% | -24.7% | +102.0% | +95.6% |
| YTD | +141.9% | -36.6% | +178.5% | +187.5% |
| 1Y | +120.9% | -34.4% | +155.3% | +157.5% |
| 3Y | +182.7% | -24.4% | +207.1% | +195.4% |
| 5Y | +646.4% | -35.4% | +681.8% | +722.7% |
| All | +1,116.6% | +38.3% | +1,078.3% | +895.3% |
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