+1,098.3%
MPC vs TRI
+222.0%
+876.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.1% |
| 7D | -8.8% | -1.6% | -7.2% | -8.7% |
| 30D | -14.4% | +5.0% | -19.4% | -16.7% |
| 3M | +21.9% | +4.6% | +17.4% | +17.7% |
| 6M | +60.1% | +18.3% | +41.8% | +44.0% |
| YTD | +142.3% | -14.7% | +157.0% | +149.4% |
| 1Y | +101.7% | -16.7% | +118.4% | +110.0% |
| 3Y | +184.8% | -11.3% | +196.1% | +168.4% |
| 5Y | +564.6% | -0.6% | +565.2% | +465.0% |
| 10Y | +1,098.3% | +220.2% | +878.1% | +379.5% |
| All | +1,098.3% | +222.0% | +876.3% | +379.5% |
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