+678.6%
MPC vs UUUU
+118.2%
+560.4%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.0% | +1.2% | +2.2% |
| 7D | +3.9% | +2.8% | +1.0% | +3.5% |
| 30D | +33.8% | +3.4% | +30.4% | +33.0% |
| 3M | +49.9% | -3.9% | +53.7% | +49.4% |
| 6M | +80.9% | -23.2% | +104.1% | +82.6% |
| YTD | +147.4% | +0.6% | +146.9% | +137.2% |
| 1Y | +123.2% | +22.9% | +100.3% | +102.8% |
| 3Y | +171.7% | +98.6% | +73.1% | +115.8% |
| 5Y | +678.6% | +130.2% | +548.3% | +479.5% |
| All | +678.6% | +118.2% | +560.4% | +479.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling