+1,106.2%
MPC vs RY
+367.8%
+738.5%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.5% | +3.1% | +3.1% |
| 7D | -9.4% | -0.2% | -9.2% | -9.5% |
| 30D | -14.3% | +7.1% | -21.4% | -20.3% |
| 3M | +31.1% | -2.7% | +33.8% | +33.2% |
| 6M | +60.3% | +13.8% | +46.5% | +37.5% |
| YTD | +142.5% | +22.1% | +120.5% | +91.2% |
| 1Y | +104.6% | +43.1% | +61.5% | +35.7% |
| 3Y | +191.7% | +163.6% | +28.1% | -6.0% |
| 5Y | +549.2% | +126.2% | +423.0% | +143.2% |
| 10Y | +1,106.2% | +358.7% | +747.5% | +135.6% |
| All | +1,106.2% | +367.8% | +738.5% | +135.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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