+171.7%
MPC vs JCI
+169.7%
+2.1%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.0% | +1.3% | +2.0% |
| 7D | +3.9% | +5.1% | -1.3% | +2.5% |
| 30D | +33.8% | -3.8% | +37.6% | +35.0% |
| 3M | +49.9% | +1.9% | +48.0% | +48.4% |
| 6M | +80.9% | +11.2% | +69.7% | +73.7% |
| YTD | +147.4% | +22.9% | +124.5% | +129.3% |
| 1Y | +123.2% | +37.4% | +85.8% | +98.6% |
| 3Y | +171.7% | +167.8% | +3.9% | +93.4% |
| All | +171.7% | +169.7% | +2.1% | +93.4% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 3y: compounded portfolio wealth divided by compounded JCI 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…
3y analysis · Full analysis span regression · 6 months rolling