+1,362.4%
MU vs MPC
+181.4%
+1,181.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.3% | +5.8% | +6.0% |
| 7D | +9.0% | +5.4% | +3.5% | +7.1% |
| 30D | +13.8% | +31.0% | -17.2% | +3.8% |
| 3M | +2.1% | +46.0% | -43.9% | -10.4% |
| 6M | +153.8% | +77.3% | +76.5% | +103.7% |
| YTD | +256.4% | +141.9% | +114.5% | +144.7% |
| 1Y | +719.8% | +120.9% | +598.8% | +490.0% |
| All | +1,362.4% | +181.4% | +1,181.1% | +845.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling