+642.2%
MPC vs KEY
+40.7%
+601.5%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | 0.0% | +0.2% |
| 7D | +5.4% | +2.2% | +3.2% | +4.7% |
| 30D | +31.0% | -3.0% | +34.0% | +32.2% |
| 3M | +46.0% | +3.3% | +42.7% | +44.1% |
| 6M | +77.3% | +9.2% | +68.1% | +71.1% |
| YTD | +141.9% | +10.6% | +131.3% | +132.4% |
| 1Y | +120.9% | +20.4% | +100.5% | +105.7% |
| 3Y | +182.7% | +121.8% | +60.8% | +113.4% |
| All | +642.2% | +40.7% | +601.5% | +480.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling