+1,166.2%
MPC vs SPXU
-99.5%
+1,265.7%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.1% | +1.4% | +2.9% |
| 7D | +9.4% | -9.4% | +18.8% | +5.7% |
| 30D | -13.4% | +7.4% | -20.9% | -10.6% |
| 3M | +18.9% | +6.2% | +12.7% | +22.3% |
| 6M | +64.9% | -7.2% | +72.1% | +61.6% |
| YTD | +156.8% | -26.8% | +183.6% | +130.4% |
| 1Y | +113.2% | -26.3% | +139.4% | +92.4% |
| 3Y | +201.8% | -80.6% | +282.4% | +74.9% |
| 5Y | +601.4% | -83.6% | +684.9% | +350.6% |
| All | +1,166.2% | -99.5% | +1,265.7% | +140.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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