+1,106.2%
MPC vs RVTY
+217.6%
+888.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +3.6% | +1.0% | +3.5% |
| 7D | -9.4% | +6.0% | -15.4% | -11.0% |
| 30D | -14.3% | +4.3% | -18.6% | -15.6% |
| 3M | +31.1% | +40.2% | -9.1% | +17.7% |
| 6M | +60.3% | +59.3% | +1.0% | +37.2% |
| YTD | +142.5% | +66.5% | +76.0% | +101.3% |
| 1Y | +104.6% | +77.5% | +27.1% | +65.7% |
| 3Y | +191.7% | +92.5% | +99.2% | +119.4% |
| 5Y | +549.2% | -6.8% | +556.0% | +522.9% |
| 10Y | +1,106.2% | +225.4% | +880.8% | +434.1% |
| All | +1,106.2% | +217.6% | +888.6% | +434.1% |
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