+1,135.3%
MPC vs MSCI
+809.1%
+326.1%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.7% | +2.7% | +3.2% |
| 7D | +2.6% | -1.9% | +4.5% | +3.3% |
| 30D | -12.2% | +16.5% | -28.7% | -17.2% |
| 3M | +20.1% | +18.2% | +1.9% | +12.5% |
| 6M | +60.6% | +14.0% | +46.6% | +51.1% |
| YTD | +150.6% | +16.6% | +134.0% | +131.3% |
| 1Y | +104.7% | +14.8% | +89.8% | +89.9% |
| 3Y | +194.5% | +33.3% | +161.2% | +149.9% |
| 5Y | +582.3% | +9.1% | +573.2% | +508.0% |
| 10Y | +1,135.3% | +820.4% | +314.9% | +329.0% |
| All | +1,135.3% | +809.1% | +326.1% | +329.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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