+1,079.5%
MPC vs NDAQ
+475.8%
+603.7%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.5% | -1.3% |
| 7D | -16.2% | +0.8% | -17.0% | -16.7% |
| 30D | -15.7% | +16.5% | -32.2% | -22.1% |
| 3M | +24.9% | +13.5% | +11.4% | +16.6% |
| 6M | +52.7% | +20.9% | +31.7% | +36.5% |
| YTD | +131.9% | +11.4% | +120.4% | +113.5% |
| 1Y | +96.6% | +25.9% | +70.7% | +68.4% |
| 3Y | +163.8% | +119.9% | +43.9% | +59.4% |
| 5Y | +533.1% | +61.7% | +471.4% | +350.1% |
| All | +1,079.5% | +475.8% | +603.7% | +299.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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