+120.9%
MPC vs INDA
-5.0%
+125.9%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +5.4% | +0.7% | +4.7% | +5.8% |
| 30D | +31.0% | -0.8% | +31.8% | +30.5% |
| 3M | +46.0% | +3.9% | +42.1% | +49.1% |
| 6M | +77.3% | -0.7% | +78.0% | +81.3% |
| YTD | +141.9% | -7.7% | +149.6% | +151.0% |
| 1Y | +120.9% | -5.1% | +126.0% | +130.2% |
| All | +120.9% | -5.0% | +125.9% | +130.2% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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