+117.2%
MPC vs SPMO
+11.0%
+106.3%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -0.8% | -7.3% | -8.2% |
| 7D | -10.9% | -8.9% | -2.0% | -11.6% |
| 30D | -9.4% | -13.8% | +4.4% | -10.5% |
| 3M | +26.0% | -12.5% | +38.5% | +24.6% |
| 6M | +56.5% | -1.5% | +58.0% | +57.3% |
| YTD | +144.3% | +11.3% | +132.9% | +150.0% |
| 1Y | +117.2% | +11.5% | +105.8% | +122.8% |
| All | +117.2% | +11.0% | +106.3% | +122.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 1y: compounded portfolio wealth divided by compounded SPMO 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…
1y analysis · Full analysis span regression · 6 months rolling