+601.0%
MPC vs SHAK
-12.1%
+613.1%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.2% | -2.7% | +0.1% |
| 7D | +11.2% | +4.3% | +6.9% | +10.8% |
| 30D | -14.5% | +9.0% | -23.5% | -15.3% |
| 3M | +16.7% | +1.8% | +14.9% | +16.2% |
| 6M | +67.6% | +17.3% | +50.2% | +63.5% |
| YTD | +157.9% | -7.6% | +165.6% | +155.2% |
| 1Y | +116.7% | -16.9% | +133.6% | +117.4% |
| 3Y | +199.8% | +35.1% | +164.7% | +179.5% |
| All | +601.0% | -12.1% | +613.1% | +598.3% |
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