+3,132.1%
MPC vs LII
+910.5%
+2,221.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +3.6% | -11.7% | -9.4% |
| 7D | -10.9% | +7.9% | -18.8% | -13.7% |
| 30D | -9.4% | -0.6% | -8.8% | -10.0% |
| 3M | +26.0% | -19.3% | +45.3% | +34.9% |
| 6M | +56.5% | -29.8% | +86.4% | +72.5% |
| YTD | +144.3% | -25.4% | +169.7% | +157.7% |
| 1Y | +117.2% | -26.2% | +143.4% | +129.7% |
| 3Y | +176.3% | -4.5% | +180.8% | +144.8% |
| 5Y | +590.5% | +26.7% | +563.8% | +404.1% |
| 10Y | +1,183.8% | +179.5% | +1,004.4% | +499.1% |
| All | +3,132.1% | +910.5% | +2,221.6% | +626.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling