+1,098.3%
MPC vs TNA
+53.9%
+1,044.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +2.0% | +0.6% |
| 7D | -8.8% | -0.5% | -8.4% | -9.2% |
| 30D | -14.4% | -0.7% | -13.7% | -15.1% |
| 3M | +21.9% | -21.5% | +43.4% | +29.9% |
| 6M | +60.1% | -11.2% | +71.4% | +60.8% |
| YTD | +142.3% | +27.0% | +115.3% | +109.6% |
| 1Y | +101.7% | +28.0% | +73.7% | +72.5% |
| 3Y | +184.8% | +142.9% | +41.9% | +66.2% |
| 5Y | +564.6% | -42.6% | +607.2% | +473.4% |
| 10Y | +1,098.3% | +53.3% | +1,045.1% | +425.4% |
| All | +1,098.3% | +53.9% | +1,044.4% | +425.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TNA.
Daily Out/Under-Performance
Portfolio return minus TNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TNA 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 TNA 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