+571.0%
MPC vs NVT
+488.5%
+82.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.1% | +0.8% |
| 7D | +11.2% | +8.0% | +3.3% | +7.2% |
| 30D | -14.5% | -24.8% | +10.3% | -3.8% |
| 3M | +16.7% | -32.4% | +49.1% | +36.2% |
| 6M | +67.6% | -33.5% | +101.0% | +92.3% |
| YTD | +157.9% | +13.2% | +144.7% | +111.8% |
| 1Y | +116.7% | +9.0% | +107.7% | +80.6% |
| 3Y | +199.8% | +129.4% | +70.4% | +35.1% |
| 5Y | +604.4% | +230.1% | +374.3% | +125.9% |
| All | +571.0% | +488.5% | +82.6% | +29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 10y: compounded portfolio wealth divided by compounded NVT 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…
10y analysis · Full analysis span regression · 6 months rolling