+113.2%
MPC vs URI
+34.6%
+78.6%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.0% | +3.5% | +2.5% |
| 7D | +9.4% | +9.3% | +0.1% | +9.3% |
| 30D | -13.4% | +7.6% | -21.0% | -13.4% |
| 3M | +18.9% | +1.0% | +17.8% | +18.8% |
| 6M | +64.9% | +19.8% | +45.1% | +64.6% |
| YTD | +156.8% | +41.9% | +115.0% | +146.5% |
| 1Y | +113.2% | +33.4% | +79.8% | +107.5% |
| All | +113.2% | +34.6% | +78.6% | +107.5% |
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