+1,106.2%
MPC vs RRC
+63.1%
+1,043.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.3% | +4.3% | +4.5% |
| 7D | -9.4% | -10.3% | +0.9% | -6.7% |
| 30D | -14.3% | +19.5% | -33.8% | -18.7% |
| 3M | +31.1% | +27.9% | +3.2% | +22.1% |
| 6M | +60.3% | +21.2% | +39.1% | +51.2% |
| YTD | +142.5% | +39.6% | +103.0% | +120.0% |
| 1Y | +104.6% | +31.3% | +73.3% | +88.4% |
| 3Y | +191.7% | +51.9% | +139.8% | +154.6% |
| 5Y | +549.2% | +110.2% | +439.1% | +400.6% |
| 10Y | +1,106.2% | +56.7% | +1,049.6% | +649.2% |
| All | +1,106.2% | +63.1% | +1,043.2% | +649.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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