+1,135.3%
MPC vs SHAK
+105.4%
+1,029.9%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -1.1% | +4.5% | +3.6% |
| 7D | +2.6% | +3.0% | -0.5% | +1.9% |
| 30D | -12.2% | +8.2% | -20.4% | -13.9% |
| 3M | +20.1% | +4.6% | +15.5% | +18.1% |
| 6M | +60.6% | +16.3% | +44.3% | +52.5% |
| YTD | +150.6% | -7.6% | +158.1% | +143.9% |
| 1Y | +104.7% | -18.7% | +123.4% | +105.1% |
| 3Y | +194.5% | +36.4% | +158.1% | +144.1% |
| 5Y | +582.3% | -10.5% | +592.8% | +497.1% |
| 10Y | +1,135.3% | +99.0% | +1,036.3% | +673.0% |
| All | +1,135.3% | +105.4% | +1,029.9% | +673.0% |
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