+642.2%
MPC vs RACE
+93.6%
+548.7%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.9% | +2.2% | +0.5% |
| 7D | +5.4% | -2.5% | +8.0% | +5.7% |
| 30D | +31.0% | +0.8% | +30.2% | +30.8% |
| 3M | +46.0% | +17.2% | +28.9% | +43.0% |
| 6M | +77.3% | +13.6% | +63.7% | +74.1% |
| YTD | +141.9% | +12.2% | +129.7% | +137.4% |
| 1Y | +120.9% | -16.3% | +137.2% | +128.1% |
| 3Y | +182.7% | +36.4% | +146.2% | +160.9% |
| All | +642.2% | +93.6% | +548.7% | +515.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling