+1,166.2%
MPC vs INDA
+115.8%
+1,050.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.1% | +2.6% | +2.5% |
| 7D | +9.4% | +3.1% | +6.4% | +6.8% |
| 30D | -13.4% | +9.1% | -22.6% | -19.6% |
| 3M | +18.9% | +3.2% | +15.7% | +15.1% |
| 6M | +64.9% | +8.5% | +56.4% | +52.3% |
| YTD | +156.8% | -4.6% | +161.4% | +160.2% |
| 1Y | +113.2% | -5.5% | +118.7% | +117.6% |
| 3Y | +201.8% | +16.7% | +185.1% | +148.1% |
| 5Y | +601.4% | +9.0% | +592.4% | +506.9% |
| All | +1,166.2% | +115.8% | +1,050.4% | +536.0% |
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