+123.2%
MPC vs XYZ
+6.7%
+116.5%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -3.2% | +5.5% | +2.2% |
| 7D | +3.9% | +2.9% | +1.0% | +3.9% |
| 30D | +33.8% | +1.4% | +32.4% | +33.8% |
| 3M | +49.9% | +14.6% | +35.3% | +50.7% |
| 6M | +80.9% | +20.8% | +60.2% | +82.8% |
| YTD | +147.4% | +23.1% | +124.4% | +147.2% |
| 1Y | +123.2% | +5.6% | +117.6% | +129.1% |
| All | +123.2% | +6.7% | +116.5% | +129.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 1y: compounded portfolio wealth divided by compounded XYZ 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…
1y analysis · Full analysis span regression · 6 months rolling