+1,135.3%
MPC vs URA
+277.9%
+857.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.5% | +1.9% | +2.9% |
| 7D | +2.6% | +2.9% | -0.3% | +1.6% |
| 30D | -12.2% | -10.8% | -1.4% | -9.3% |
| 3M | +20.1% | -25.5% | +45.6% | +30.5% |
| 6M | +60.6% | -41.2% | +101.8% | +86.8% |
| YTD | +150.6% | -21.3% | +171.9% | +152.9% |
| 1Y | +104.7% | -25.7% | +130.4% | +109.9% |
| 3Y | +194.5% | +43.1% | +151.4% | +110.1% |
| 5Y | +582.3% | +35.6% | +546.7% | +373.4% |
| 10Y | +1,135.3% | +281.3% | +854.0% | +309.1% |
| All | +1,135.3% | +277.9% | +857.3% | +309.1% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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