+1,174.7%
MPC vs NUE
+559.5%
+615.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.2% | +0.1% |
| 7D | +3.2% | -2.3% | +5.5% | +4.4% |
| 30D | +25.0% | -6.1% | +31.1% | +28.6% |
| 3M | +55.2% | +1.7% | +53.5% | +52.0% |
| 6M | +86.4% | +53.1% | +33.3% | +46.3% |
| YTD | +148.5% | +59.0% | +89.4% | +90.7% |
| 1Y | +121.7% | +85.3% | +36.4% | +55.4% |
| 3Y | +172.9% | +63.2% | +109.6% | +95.5% |
| 5Y | +679.9% | +146.8% | +533.1% | +283.1% |
| 10Y | +1,174.7% | +584.3% | +590.4% | +161.0% |
| All | +1,174.7% | +559.5% | +615.2% | +161.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded NUE 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling