+3,215.7%
MPC vs MKSI
+978.9%
+2,236.8%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +5.9% | -2.5% | +1.6% |
| 7D | +2.6% | +15.9% | -13.3% | -2.3% |
| 30D | -12.2% | -9.6% | -2.6% | -10.2% |
| 3M | +20.1% | -23.2% | +43.2% | +27.9% |
| 6M | +60.6% | -29.2% | +89.8% | +69.0% |
| YTD | +150.6% | +41.8% | +108.8% | +100.8% |
| 1Y | +104.7% | +48.7% | +56.0% | +60.4% |
| 3Y | +194.5% | +225.3% | -30.8% | +52.2% |
| 5Y | +582.3% | +43.6% | +538.7% | +356.2% |
| 10Y | +1,135.3% | +370.2% | +765.1% | +311.0% |
| All | +3,215.7% | +978.9% | +2,236.8% | +574.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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