+1,098.3%
MPC vs RRC
+67.7%
+1,030.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.8% | -4.9% | -1.4% |
| 7D | -8.8% | -5.2% | -3.6% | -7.5% |
| 30D | -14.4% | +25.2% | -39.6% | -19.8% |
| 3M | +21.9% | +27.4% | -5.4% | +13.6% |
| 6M | +60.1% | +27.0% | +33.1% | +49.2% |
| YTD | +142.3% | +46.3% | +96.0% | +117.0% |
| 1Y | +101.7% | +37.1% | +64.6% | +83.6% |
| 3Y | +184.8% | +60.2% | +124.6% | +145.0% |
| 5Y | +564.6% | +136.6% | +428.0% | +397.5% |
| 10Y | +1,098.3% | +68.8% | +1,029.5% | +629.3% |
| All | +1,098.3% | +67.7% | +1,030.6% | +629.3% |
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