+1,098.3%
MPC vs NDAQ
+472.5%
+625.9%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.4% | -1.5% | -0.8% |
| 7D | -8.8% | +2.9% | -11.7% | -10.1% |
| 30D | -14.4% | +17.5% | -31.9% | -21.2% |
| 3M | +21.9% | +15.4% | +6.5% | +12.9% |
| 6M | +60.1% | +24.6% | +35.5% | +41.2% |
| YTD | +142.3% | +14.4% | +127.9% | +120.4% |
| 1Y | +101.7% | +26.9% | +74.8% | +72.5% |
| 3Y | +184.8% | +119.8% | +65.0% | +72.9% |
| 5Y | +564.6% | +70.5% | +494.1% | +358.2% |
| 10Y | +1,098.3% | +475.8% | +622.5% | +313.7% |
| All | +1,098.3% | +472.5% | +625.9% | +313.7% |
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