+4,609.2%
MU vs MPC
+1,145.2%
+3,464.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +3.4% | +8.5% | +10.5% |
| 7D | +2.0% | +2.6% | -0.6% | +1.4% |
| 30D | -18.0% | -12.2% | -5.8% | -13.6% |
| 3M | -6.6% | +20.1% | -26.6% | -13.6% |
| 6M | +2.0% | +60.6% | -58.6% | -17.0% |
| YTD | +184.5% | +150.6% | +33.9% | +88.4% |
| 1Y | +236.9% | +104.7% | +132.2% | +143.3% |
| 3Y | +987.0% | +194.5% | +792.5% | +561.1% |
| 5Y | +1,014.6% | +582.3% | +432.3% | +357.5% |
| 10Y | +4,609.2% | +1,135.3% | +3,473.9% | +1,391.5% |
| All | +4,609.2% | +1,145.2% | +3,464.0% | +1,391.5% |
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