+1,134.0%
MPC vs TGT
+212.5%
+921.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.1% | +3.3% | +2.6% |
| 7D | +3.9% | -0.6% | +4.5% | +4.0% |
| 30D | +33.8% | +9.5% | +24.2% | +30.6% |
| 3M | +49.9% | +32.3% | +17.6% | +38.8% |
| 6M | +80.9% | +37.0% | +43.9% | +65.1% |
| YTD | +147.4% | +71.0% | +76.4% | +112.3% |
| 1Y | +123.2% | +85.0% | +38.2% | +86.8% |
| 3Y | +171.7% | +46.8% | +124.9% | +131.9% |
| 5Y | +678.6% | -22.7% | +701.3% | +679.3% |
| 10Y | +1,134.0% | +216.3% | +917.8% | +671.1% |
| All | +1,134.0% | +212.5% | +921.6% | +671.1% |
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