+1,166.2%
MPC vs URI
+1,189.9%
-23.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.0% | +3.5% | +2.9% |
| 7D | +9.4% | +9.3% | +0.1% | +5.0% |
| 30D | -13.4% | +7.6% | -21.0% | -16.6% |
| 3M | +18.9% | +1.0% | +17.8% | +17.2% |
| 6M | +64.9% | +19.8% | +45.1% | +47.8% |
| YTD | +156.8% | +41.9% | +115.0% | +103.8% |
| 1Y | +113.2% | +33.4% | +79.8% | +74.1% |
| 3Y | +201.8% | +156.0% | +45.8% | +63.1% |
| 5Y | +601.4% | +209.5% | +391.8% | +218.8% |
| All | +1,166.2% | +1,189.9% | -23.6% | +138.1% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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