+543.7%
MPC vs NVT
+732.7%
-189.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +4.2% | -1.9% | +0.1% |
| 7D | +3.9% | +10.4% | -6.5% | -1.3% |
| 30D | +33.8% | -1.3% | +35.0% | +33.8% |
| 3M | +49.9% | -0.6% | +50.5% | +46.2% |
| 6M | +80.9% | +53.8% | +27.2% | +34.4% |
| YTD | +147.4% | +60.2% | +87.2% | +77.0% |
| 1Y | +123.2% | +76.8% | +46.4% | +47.5% |
| 3Y | +171.7% | +191.2% | -19.5% | +14.4% |
| 5Y | +678.6% | +430.9% | +247.6% | +94.2% |
| All | +543.7% | +732.7% | -189.0% | +8.1% |
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