+3,101.0%
MPC vs MDY
+379.9%
+2,721.1%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.2% |
| 7D | +5.4% | +0.1% | +5.3% | +5.2% |
| 30D | +31.0% | -1.5% | +32.5% | +33.0% |
| 3M | +46.0% | +0.8% | +45.3% | +43.8% |
| 6M | +77.3% | +7.4% | +69.9% | +59.8% |
| YTD | +141.9% | +15.2% | +126.7% | +100.9% |
| 1Y | +120.9% | +16.5% | +104.4% | +80.2% |
| 3Y | +182.7% | +46.8% | +135.9% | +71.2% |
| 5Y | +646.4% | +46.0% | +600.4% | +338.4% |
| 10Y | +1,138.7% | +172.1% | +966.7% | +262.2% |
| All | +3,101.0% | +379.9% | +2,721.1% | +394.7% |
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 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