+1,174.7%
MPC vs UUUU
+524.5%
+650.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.5% |
| 7D | +3.2% | +1.8% | +1.4% | +3.0% |
| 30D | +25.0% | +1.8% | +23.2% | +24.3% |
| 3M | +55.2% | +1.3% | +53.9% | +53.3% |
| 6M | +86.4% | -26.8% | +113.2% | +89.9% |
| YTD | +148.5% | +0.1% | +148.4% | +137.1% |
| 1Y | +121.7% | +11.2% | +110.5% | +102.7% |
| 3Y | +172.9% | +97.7% | +75.2% | +112.7% |
| 5Y | +679.9% | +127.3% | +552.6% | +453.0% |
| 10Y | +1,174.7% | +532.6% | +642.1% | +501.9% |
| All | +1,174.7% | +524.5% | +650.2% | +501.9% |
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