+163.8%
MPC vs NDAQ
+122.6%
+41.2%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.5% | -1.3% |
| 7D | -16.2% | +0.8% | -17.0% | -16.3% |
| 30D | -15.7% | +16.5% | -32.2% | -18.1% |
| 3M | +24.9% | +13.5% | +11.4% | +21.8% |
| 6M | +52.7% | +20.9% | +31.7% | +46.3% |
| YTD | +131.9% | +11.4% | +120.4% | +126.7% |
| 1Y | +96.6% | +25.9% | +70.7% | +81.9% |
| 3Y | +163.8% | +119.9% | +43.9% | +92.8% |
| All | +163.8% | +122.6% | +41.2% | +92.8% |
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