+1,135.3%
MPC vs RVTY
+219.6%
+915.7%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.5% | +3.9% | +3.6% |
| 7D | +2.6% | -0.7% | +3.3% | +2.8% |
| 30D | -12.2% | +1.7% | -13.9% | -12.9% |
| 3M | +20.1% | +36.8% | -16.7% | +8.6% |
| 6M | +60.6% | +60.1% | +0.5% | +37.2% |
| YTD | +150.6% | +64.0% | +86.6% | +109.0% |
| 1Y | +104.7% | +68.2% | +36.4% | +68.7% |
| 3Y | +194.5% | +88.8% | +105.7% | +122.8% |
| 5Y | +582.3% | -10.5% | +592.8% | +567.2% |
| 10Y | +1,135.3% | +219.7% | +915.6% | +450.6% |
| All | +1,135.3% | +219.6% | +915.7% | +450.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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