+2,578.8%
MPC vs INDA
+115.1%
+2,463.7%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +5.4% | +0.7% | +4.7% | +5.0% |
| 30D | +31.0% | -0.8% | +31.8% | +31.5% |
| 3M | +46.0% | +3.9% | +42.1% | +41.7% |
| 6M | +77.3% | -0.7% | +78.0% | +75.3% |
| YTD | +141.9% | -7.7% | +149.6% | +150.9% |
| 1Y | +120.9% | -5.1% | +126.0% | +124.5% |
| 3Y | +182.7% | +13.6% | +169.0% | +148.6% |
| 5Y | +646.4% | +7.8% | +638.6% | +577.1% |
| 10Y | +1,138.7% | +84.6% | +1,054.1% | +681.7% |
| All | +2,578.8% | +115.1% | +2,463.7% | +1,435.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling