+123.2%
MPC vs INDA
-7.0%
+130.2%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.6% | +3.9% | +1.4% |
| 7D | +3.9% | -1.0% | +4.8% | +3.3% |
| 30D | +33.8% | -2.5% | +36.3% | +32.1% |
| 3M | +49.9% | +4.0% | +45.9% | +52.9% |
| 6M | +80.9% | -1.8% | +82.7% | +83.4% |
| YTD | +147.4% | -9.2% | +156.6% | +154.5% |
| 1Y | +123.2% | -7.2% | +130.4% | +130.0% |
| All | +123.2% | -7.0% | +130.2% | +130.0% |
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 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