+678.6%
MPC vs MDY
+47.1%
+631.4%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.7% | +2.9% | +2.7% |
| 7D | +3.9% | +1.0% | +2.8% | +3.1% |
| 30D | +33.8% | -3.1% | +36.9% | +36.7% |
| 3M | +49.9% | +1.8% | +48.0% | +47.3% |
| 6M | +80.9% | +10.8% | +70.1% | +65.6% |
| YTD | +147.4% | +14.4% | +133.0% | +120.7% |
| 1Y | +123.2% | +15.2% | +108.0% | +97.7% |
| 3Y | +171.7% | +51.2% | +120.5% | +94.3% |
| 5Y | +678.6% | +47.2% | +631.3% | +461.3% |
| All | +678.6% | +47.1% | +631.4% | +461.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling