+1,174.7%
MPC vs ZBRA
+407.5%
+767.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.2% | +2.6% | +1.1% |
| 7D | +3.2% | -1.8% | +5.0% | +3.7% |
| 30D | +25.0% | -8.8% | +33.8% | +28.5% |
| 3M | +55.2% | +47.2% | +7.9% | +34.0% |
| 6M | +86.4% | +61.3% | +25.1% | +54.4% |
| YTD | +148.5% | +42.0% | +106.5% | +113.0% |
| 1Y | +121.7% | +10.5% | +111.2% | +106.2% |
| 3Y | +172.9% | +34.5% | +138.4% | +124.2% |
| 5Y | +679.9% | -40.3% | +720.2% | +753.0% |
| 10Y | +1,174.7% | +421.5% | +753.2% | +493.1% |
| All | +1,174.7% | +407.5% | +767.2% | +493.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded ZBRA 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling