+1,171.8%
MPC vs NDAQ
+471.8%
+700.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.5% |
| 7D | +11.2% | +1.3% | +10.0% | +10.6% |
| 30D | -14.5% | +18.0% | -32.4% | -21.4% |
| 3M | +16.7% | +11.5% | +5.1% | +9.8% |
| 6M | +67.6% | +21.1% | +46.5% | +49.8% |
| YTD | +157.9% | +12.8% | +145.1% | +136.1% |
| 1Y | +116.7% | +25.7% | +91.0% | +86.0% |
| 3Y | +199.8% | +116.8% | +82.9% | +83.0% |
| 5Y | +604.4% | +67.3% | +537.2% | +390.4% |
| All | +1,171.8% | +471.8% | +700.0% | +343.3% |
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