+199.8%
MPC vs HRB
+22.6%
+177.2%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.4% | +1.9% | +0.5% |
| 7D | +11.2% | -5.1% | +16.3% | +11.6% |
| 30D | -14.5% | +8.7% | -23.2% | -15.1% |
| 3M | +16.7% | -5.4% | +22.1% | +16.6% |
| 6M | +67.6% | +41.6% | +26.0% | +62.8% |
| YTD | +157.9% | +18.7% | +139.3% | +152.5% |
| 1Y | +116.7% | +16.4% | +100.2% | +112.4% |
| 3Y | +199.8% | +22.0% | +177.8% | +175.6% |
| All | +199.8% | +22.6% | +177.2% | +175.6% |
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