+199.8%
MPC vs NDAQ
+117.7%
+82.1%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.5% |
| 7D | +11.2% | +1.3% | +10.0% | +11.0% |
| 30D | -14.5% | +18.0% | -32.4% | -17.1% |
| 3M | +16.7% | +11.5% | +5.1% | +14.2% |
| 6M | +67.6% | +21.1% | +46.5% | +60.7% |
| YTD | +157.9% | +12.8% | +145.1% | +151.6% |
| 1Y | +116.7% | +25.7% | +91.0% | +101.2% |
| 3Y | +199.8% | +116.8% | +82.9% | +122.6% |
| All | +199.8% | +117.7% | +82.1% | +122.6% |
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