+1,106.2%
MPC vs LII
+170.7%
+935.5%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +2.2% | +2.4% | +3.9% |
| 7D | -9.4% | -1.2% | -8.2% | -9.1% |
| 30D | -14.3% | -2.0% | -12.4% | -14.4% |
| 3M | +31.1% | -20.2% | +51.3% | +39.8% |
| 6M | +60.3% | -32.5% | +92.8% | +77.1% |
| YTD | +142.5% | -27.4% | +169.9% | +156.1% |
| 1Y | +104.6% | -28.2% | +132.7% | +116.5% |
| 3Y | +191.7% | -7.2% | +198.9% | +159.8% |
| 5Y | +549.2% | +19.9% | +529.3% | +389.3% |
| 10Y | +1,106.2% | +168.6% | +937.6% | +504.6% |
| All | +1,106.2% | +170.7% | +935.5% | +504.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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