+1,174.7%
MPC vs SHAK
+77.6%
+1,097.1%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -6.5% | +6.9% | +1.8% |
| 7D | +3.2% | -7.2% | +10.4% | +4.8% |
| 30D | +25.0% | -11.8% | +36.9% | +28.2% |
| 3M | +55.2% | +17.2% | +38.0% | +48.2% |
| 6M | +86.4% | -34.1% | +120.5% | +97.7% |
| YTD | +148.5% | -22.4% | +170.8% | +152.3% |
| 1Y | +121.7% | -35.9% | +157.6% | +134.3% |
| 3Y | +172.9% | -3.4% | +176.2% | +146.2% |
| 5Y | +679.9% | -25.4% | +705.3% | +607.9% |
| 10Y | +1,174.7% | +83.4% | +1,091.3% | +728.6% |
| All | +1,174.7% | +77.6% | +1,097.1% | +728.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SHAK.
Daily Out/Under-Performance
Portfolio return minus SHAK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHAK 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 SHAK 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