+676.7%
MPC vs SHAK
-20.7%
+697.4%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.9% | +5.2% | +2.6% |
| 7D | +3.9% | -0.3% | +4.2% | +3.9% |
| 30D | +33.8% | -5.2% | +39.0% | +34.5% |
| 3M | +49.9% | +27.3% | +22.6% | +44.9% |
| 6M | +80.9% | -27.9% | +108.8% | +85.3% |
| YTD | +147.4% | -17.0% | +164.4% | +148.0% |
| 1Y | +123.2% | -30.9% | +154.1% | +128.9% |
| 3Y | +171.7% | +3.4% | +168.3% | +159.9% |
| All | +676.7% | -20.7% | +697.4% | +672.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling