+180.6%
MPC vs NDAQ
+94.9%
+85.7%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.9% | +2.2% | +0.7% |
| 7D | +5.4% | -2.4% | +7.9% | +6.0% |
| 30D | +31.0% | +2.5% | +28.5% | +30.3% |
| 3M | +46.0% | +9.9% | +36.1% | +42.7% |
| 6M | +77.3% | +9.4% | +67.9% | +73.0% |
| YTD | +141.9% | +0.4% | +141.5% | +141.1% |
| 1Y | +120.9% | +4.0% | +116.9% | +116.5% |
| All | +180.6% | +94.9% | +85.7% | +127.3% |
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 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