+564.6%
MPC vs NDAQ
+68.2%
+496.4%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.4% | -1.5% | -0.4% |
| 7D | -8.8% | +2.9% | -11.7% | -9.5% |
| 30D | -14.4% | +17.5% | -31.9% | -17.8% |
| 3M | +21.9% | +15.4% | +6.5% | +17.4% |
| 6M | +60.1% | +24.6% | +35.5% | +50.3% |
| YTD | +142.3% | +14.4% | +127.9% | +132.0% |
| 1Y | +101.7% | +26.9% | +74.8% | +85.7% |
| 3Y | +184.8% | +119.8% | +65.0% | +115.4% |
| 5Y | +564.6% | +70.5% | +494.1% | +435.3% |
| All | +564.6% | +68.2% | +496.4% | +435.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling