+1,174.7%
MPC vs TNA
+74.0%
+1,100.7%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.1% | +4.6% | +1.8% |
| 7D | +3.2% | -3.6% | +6.8% | +4.4% |
| 30D | +25.0% | -10.1% | +35.1% | +29.1% |
| 3M | +55.2% | +2.7% | +52.5% | +51.8% |
| 6M | +86.4% | +38.4% | +48.0% | +60.3% |
| YTD | +148.5% | +45.4% | +103.0% | +108.2% |
| 1Y | +121.7% | +55.9% | +65.8% | +77.8% |
| 3Y | +172.9% | +109.8% | +63.0% | +69.5% |
| 5Y | +679.9% | -22.5% | +702.4% | +498.9% |
| 10Y | +1,174.7% | +87.5% | +1,087.2% | +368.3% |
| All | +1,174.7% | +74.0% | +1,100.7% | +368.3% |
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