+96.6%
MPC vs URI
+26.0%
+70.7%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.3% | -1.2% |
| 7D | -16.2% | -9.8% | -6.4% | -16.3% |
| 30D | -15.7% | +1.7% | -17.5% | -15.5% |
| 3M | +24.9% | -9.1% | +34.0% | +24.9% |
| 6M | +52.7% | +9.9% | +42.8% | +52.6% |
| YTD | +131.9% | +31.2% | +100.6% | +122.9% |
| 1Y | +96.6% | +25.9% | +70.7% | +92.1% |
| All | +96.6% | +26.0% | +70.7% | +92.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling