+1,134.0%
MPC vs INDA
+80.4%
+1,053.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.6% | +3.9% | +3.6% |
| 7D | +3.9% | -1.0% | +4.8% | +4.6% |
| 30D | +33.8% | -2.5% | +36.3% | +36.3% |
| 3M | +49.9% | +4.0% | +45.9% | +44.3% |
| 6M | +80.9% | -1.8% | +82.7% | +79.9% |
| YTD | +147.4% | -9.2% | +156.6% | +162.2% |
| 1Y | +123.2% | -7.2% | +130.4% | +131.6% |
| 3Y | +171.7% | +9.8% | +161.9% | +135.9% |
| 5Y | +678.6% | +7.5% | +671.1% | +580.8% |
| 10Y | +1,134.0% | +80.8% | +1,053.3% | +579.0% |
| All | +1,134.0% | +80.4% | +1,053.6% | +579.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling