+6,028.8%
MU vs MPC
+1,131.7%
+4,897.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.3% | +5.8% | +6.0% |
| 7D | +9.0% | +5.4% | +3.5% | +6.7% |
| 30D | +13.8% | +31.0% | -17.2% | +1.8% |
| 3M | +2.1% | +46.0% | -43.9% | -12.9% |
| 6M | +153.8% | +77.3% | +76.5% | +97.4% |
| YTD | +256.4% | +141.9% | +114.5% | +140.6% |
| 1Y | +719.8% | +120.9% | +598.8% | +474.9% |
| 3Y | +1,360.4% | +182.7% | +1,177.7% | +804.7% |
| 5Y | +1,312.4% | +646.4% | +666.0% | +460.7% |
| All | +6,028.8% | +1,131.7% | +4,897.1% | +1,877.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MPC.
Daily Out/Under-Performance
Portfolio return minus MPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPC 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 MPC 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