+1,135.3%
MPC vs UUUU
+391.5%
+743.8%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.8% | +0.6% | +3.0% |
| 7D | +2.6% | -3.5% | +6.1% | +3.0% |
| 30D | -12.2% | -28.3% | +16.1% | -8.4% |
| 3M | +20.1% | -53.1% | +73.2% | +32.1% |
| 6M | +60.6% | -68.6% | +129.2% | +85.2% |
| YTD | +150.6% | -52.3% | +202.9% | +162.9% |
| 1Y | +104.7% | -55.8% | +160.5% | +115.9% |
| 3Y | +194.5% | -12.3% | +206.8% | +154.7% |
| 5Y | +582.3% | -36.9% | +619.2% | +485.6% |
| 10Y | +1,135.3% | +388.0% | +747.2% | +534.2% |
| All | +1,135.3% | +391.5% | +743.8% | +534.2% |
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