+1,106.2%
MPC vs INDA
+104.1%
+1,002.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.0% | +3.6% | +3.8% |
| 7D | -9.4% | +6.1% | -15.5% | -13.7% |
| 30D | -14.3% | +11.7% | -26.0% | -21.8% |
| 3M | +31.1% | +2.1% | +29.0% | +28.0% |
| 6M | +60.3% | +3.2% | +57.1% | +54.1% |
| YTD | +142.5% | -4.9% | +147.4% | +146.3% |
| 1Y | +104.6% | -4.4% | +108.9% | +106.6% |
| 3Y | +191.7% | +17.6% | +174.1% | +138.4% |
| 5Y | +549.2% | +9.9% | +539.4% | +457.9% |
| 10Y | +1,106.2% | +102.7% | +1,003.5% | +522.6% |
| All | +1,106.2% | +104.1% | +1,002.2% | +522.6% |
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