+3,101.0%
MPC vs UUUU
-23.8%
+3,124.8%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | +0.2% |
| 7D | +5.4% | -1.4% | +6.8% | +5.6% |
| 30D | +31.0% | +16.3% | +14.7% | +28.0% |
| 3M | +46.0% | -16.7% | +62.7% | +48.1% |
| 6M | +77.3% | -33.7% | +111.0% | +82.7% |
| YTD | +141.9% | -0.5% | +142.4% | +132.3% |
| 1Y | +120.9% | +28.9% | +92.1% | +99.9% |
| 3Y | +182.7% | +99.9% | +82.8% | +127.2% |
| 5Y | +646.4% | +135.3% | +511.1% | +453.9% |
| 10Y | +1,138.7% | +518.4% | +620.4% | +598.5% |
| All | +3,101.0% | -23.8% | +3,124.8% | +1,899.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling