+1,106.2%
MPC vs RACE
+738.3%
+367.9%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.7% | +3.9% | +4.4% |
| 7D | -9.4% | +3.9% | -13.3% | -10.7% |
| 30D | -14.3% | +7.4% | -21.8% | -16.6% |
| 3M | +31.1% | +1.6% | +29.5% | +29.6% |
| 6M | +60.3% | +23.3% | +36.9% | +46.2% |
| YTD | +142.5% | +14.7% | +127.9% | +124.0% |
| 1Y | +104.6% | +2.5% | +102.0% | +97.6% |
| 3Y | +191.7% | +28.0% | +163.7% | +140.0% |
| 5Y | +549.2% | +69.8% | +479.4% | +345.6% |
| 10Y | +1,106.2% | +734.9% | +371.3% | +305.0% |
| All | +1,106.2% | +738.3% | +367.9% | +305.0% |
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