+1,171.8%
MPC vs UUUU
+370.7%
+801.1%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.3% | +1.8% | +0.6% |
| 7D | +11.2% | -1.1% | +12.3% | +11.3% |
| 30D | -14.5% | -21.0% | +6.5% | -11.9% |
| 3M | +16.7% | -54.8% | +71.5% | +29.0% |
| 6M | +67.6% | -67.3% | +134.9% | +92.0% |
| YTD | +157.9% | -54.7% | +212.6% | +172.4% |
| 1Y | +116.7% | -57.4% | +174.1% | +129.6% |
| 3Y | +199.8% | -19.6% | +219.4% | +162.8% |
| 5Y | +604.4% | -40.0% | +644.5% | +508.8% |
| All | +1,171.8% | +370.7% | +801.1% | +556.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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