+180.6%
MPC vs RRC
+31.1%
+149.6%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.6% |
| 7D | +5.4% | +1.3% | +4.1% | +4.9% |
| 30D | +31.0% | +10.1% | +20.8% | +26.4% |
| 3M | +46.0% | +4.0% | +42.0% | +43.6% |
| 6M | +77.3% | +1.6% | +75.7% | +76.2% |
| YTD | +141.9% | +19.7% | +122.2% | +126.2% |
| 1Y | +120.9% | +21.4% | +99.5% | +104.1% |
| All | +180.6% | +31.1% | +149.6% | +147.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling