+104.7%
MPC vs ROIV
+96.8%
+7.8%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.6% | +1.8% | +3.5% |
| 7D | +2.6% | +9.5% | -6.9% | +3.3% |
| 30D | -12.2% | +21.0% | -33.2% | -10.8% |
| 3M | +20.1% | +18.7% | +1.3% | +22.0% |
| 6M | +60.6% | +44.5% | +16.1% | +65.3% |
| YTD | +150.6% | +92.9% | +57.7% | +154.7% |
| 1Y | +104.7% | +100.2% | +4.4% | +112.1% |
| All | +104.7% | +96.8% | +7.8% | +112.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 1y: compounded portfolio wealth divided by compounded ROIV 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…
1y analysis · Full analysis span regression · 6 months rolling