+2,968.0%
MPC vs MDY
+357.6%
+2,610.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.6% | -1.8% | -1.9% |
| 7D | -16.2% | -1.7% | -14.5% | -14.7% |
| 30D | -15.7% | -0.9% | -14.8% | -15.1% |
| 3M | +24.9% | -5.7% | +30.6% | +32.7% |
| 6M | +52.7% | -2.9% | +55.6% | +55.6% |
| YTD | +131.9% | +9.8% | +122.0% | +102.2% |
| 1Y | +96.6% | +13.5% | +83.2% | +64.7% |
| 3Y | +163.8% | +51.9% | +111.9% | +52.7% |
| 5Y | +533.1% | +32.0% | +501.1% | +318.9% |
| 10Y | +1,118.6% | +176.5% | +942.2% | +246.7% |
| All | +2,968.0% | +357.6% | +2,610.4% | +398.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling