+1,171.8%
MPC vs RACE
+729.2%
+442.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.4% | -1.0% | 0.0% |
| 7D | +11.2% | -1.2% | +12.4% | +11.7% |
| 30D | -14.5% | +6.1% | -20.6% | -16.5% |
| 3M | +16.7% | -0.3% | +17.0% | +16.1% |
| 6M | +67.6% | +23.4% | +44.1% | +52.8% |
| YTD | +157.9% | +12.5% | +145.4% | +139.7% |
| 1Y | +116.7% | -0.5% | +117.1% | +111.5% |
| 3Y | +199.8% | +23.6% | +176.1% | +150.0% |
| 5Y | +604.4% | +65.4% | +539.0% | +388.3% |
| All | +1,171.8% | +729.2% | +442.6% | +312.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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