+1,174.7%
MPC vs MDY
+170.4%
+1,004.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.1% | +1.5% | +1.6% |
| 7D | +3.2% | -0.8% | +4.0% | +4.1% |
| 30D | +25.0% | -3.9% | +28.9% | +30.5% |
| 3M | +55.2% | 0.0% | +55.2% | +54.2% |
| 6M | +86.4% | +8.5% | +77.9% | +66.2% |
| YTD | +148.5% | +13.2% | +135.2% | +110.6% |
| 1Y | +121.7% | +15.0% | +106.7% | +83.6% |
| 3Y | +172.9% | +49.6% | +123.3% | +61.0% |
| 5Y | +679.9% | +46.0% | +633.9% | +354.8% |
| 10Y | +1,174.7% | +176.4% | +998.4% | +227.7% |
| All | +1,174.7% | +170.4% | +1,004.3% | +227.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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