+1,171.8%
MPC vs TRI
+225.2%
+946.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +11.2% | -2.9% | +14.1% | +12.3% |
| 30D | -14.5% | +3.7% | -18.2% | -16.4% |
| 3M | +16.7% | +3.7% | +13.0% | +13.0% |
| 6M | +67.6% | +35.1% | +32.4% | +42.6% |
| YTD | +157.9% | -14.0% | +171.9% | +164.8% |
| 1Y | +116.7% | -19.0% | +135.6% | +129.4% |
| 3Y | +199.8% | -12.0% | +211.7% | +184.6% |
| 5Y | +604.4% | +0.6% | +603.8% | +495.3% |
| All | +1,171.8% | +225.2% | +946.6% | +395.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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