+191.2%
MPC vs NDAQ
+120.1%
+71.1%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.3% | +3.7% | +3.5% |
| 7D | +2.6% | 0.0% | +2.6% | +2.6% |
| 30D | -12.2% | +16.3% | -28.5% | -14.6% |
| 3M | +20.1% | +15.8% | +4.3% | +16.7% |
| 6M | +60.6% | +24.8% | +35.8% | +52.9% |
| YTD | +150.6% | +14.1% | +136.5% | +144.0% |
| 1Y | +104.7% | +26.5% | +78.1% | +90.1% |
| All | +191.2% | +120.1% | +71.1% | +115.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling