+3,101.0%
MPC vs TGT
+438.3%
+2,662.7%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | 0.0% | +0.2% |
| 7D | +5.4% | +0.8% | +4.7% | +5.2% |
| 30D | +31.0% | +12.2% | +18.8% | +26.5% |
| 3M | +46.0% | +33.8% | +12.2% | +33.2% |
| 6M | +77.3% | +39.3% | +38.0% | +58.8% |
| YTD | +141.9% | +72.9% | +69.0% | +102.2% |
| 1Y | +120.9% | +84.6% | +36.4% | +80.2% |
| 3Y | +182.7% | +46.2% | +136.5% | +136.0% |
| 5Y | +646.4% | -21.3% | +667.8% | +641.0% |
| 10Y | +1,138.7% | +213.5% | +925.2% | +582.8% |
| All | +3,101.0% | +438.3% | +2,662.7% | +981.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling