+1,132.7%
MPC vs SHAK
+59.7%
+1,073.1%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -1.1% | +4.5% | +3.6% |
| 7D | +2.6% | +3.0% | -0.5% | +2.0% |
| 30D | -12.2% | +8.2% | -20.4% | -13.8% |
| 3M | +20.1% | +4.6% | +15.5% | +18.2% |
| 6M | +60.6% | +16.3% | +44.3% | +53.1% |
| YTD | +150.6% | -7.6% | +158.1% | +144.5% |
| 1Y | +104.7% | -18.7% | +123.4% | +105.0% |
| 3Y | +194.5% | +36.4% | +158.1% | +149.8% |
| 5Y | +582.3% | -10.5% | +592.8% | +505.4% |
| 10Y | +1,135.3% | +99.0% | +1,036.3% | +737.5% |
| All | +1,132.7% | +59.7% | +1,073.1% | +775.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling