+163.8%
MPC vs HRB
+36.2%
+127.5%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.2% | +3.0% | -0.9% |
| 7D | -16.2% | +2.7% | -18.9% | -16.4% |
| 30D | -15.7% | +22.1% | -37.8% | -17.0% |
| 3M | +24.9% | +15.7% | +9.2% | +23.1% |
| 6M | +52.7% | +83.3% | -30.7% | +45.8% |
| YTD | +131.9% | +25.0% | +106.8% | +126.3% |
| 1Y | +96.6% | +6.9% | +89.7% | +94.0% |
| 3Y | +163.8% | +39.0% | +124.7% | +136.3% |
| All | +163.8% | +36.2% | +127.5% | +136.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 3y: compounded portfolio wealth divided by compounded HRB 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…
3y analysis · Full analysis span regression · 6 months rolling