+1,169.4%
MPC vs ZBRA
+418.8%
+750.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.8% | +5.1% | +3.2% |
| 7D | +3.9% | +2.6% | +1.3% | +3.0% |
| 30D | +33.8% | -6.4% | +40.1% | +36.4% |
| 3M | +49.9% | +51.3% | -1.4% | +28.3% |
| 6M | +80.9% | +60.5% | +20.4% | +50.3% |
| YTD | +147.4% | +45.2% | +102.2% | +110.6% |
| 1Y | +123.2% | +12.3% | +110.9% | +106.6% |
| 3Y | +171.7% | +37.5% | +134.2% | +121.7% |
| 5Y | +678.6% | -39.2% | +717.8% | +747.5% |
| All | +1,169.4% | +418.8% | +750.6% | +486.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling