+1,098.3%
MPC vs TGT
+213.5%
+884.8%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.5% | +2.4% | +0.5% |
| 7D | -8.8% | +4.8% | -13.6% | -10.0% |
| 30D | -14.4% | +5.3% | -19.7% | -15.7% |
| 3M | +21.9% | +7.2% | +14.7% | +19.3% |
| 6M | +60.1% | +31.4% | +28.7% | +47.9% |
| YTD | +142.3% | +70.1% | +72.3% | +107.9% |
| 1Y | +101.7% | +85.5% | +16.2% | +68.8% |
| 3Y | +184.8% | +66.7% | +118.1% | +134.2% |
| 5Y | +564.6% | -25.6% | +590.2% | +572.2% |
| 10Y | +1,098.3% | +209.6% | +888.7% | +680.3% |
| All | +1,098.3% | +213.5% | +884.8% | +680.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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