+1,098.3%
MPC vs KEY
+109.2%
+989.1%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | +0.1% |
| 7D | -8.8% | +0.5% | -9.4% | -9.1% |
| 30D | -14.4% | +6.9% | -21.3% | -17.5% |
| 3M | +21.9% | -5.0% | +27.0% | +24.7% |
| 6M | +60.1% | +0.7% | +59.4% | +57.8% |
| YTD | +142.3% | +6.5% | +135.9% | +130.2% |
| 1Y | +101.7% | +22.6% | +79.1% | +77.0% |
| 3Y | +184.8% | +125.3% | +59.4% | +70.1% |
| 5Y | +564.6% | +13.9% | +550.7% | +438.4% |
| 10Y | +1,098.3% | +105.3% | +993.0% | +526.6% |
| All | +1,098.3% | +109.2% | +989.1% | +526.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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