+273.8%
RTX vs MPC
+1,165.8%
-892.0%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +4.6% | -1.0% | +2.0% |
| 7D | -3.2% | -9.4% | +6.2% | 0.0% |
| 30D | +5.6% | -14.3% | +19.9% | +10.9% |
| 3M | -11.7% | +31.1% | -42.8% | -20.3% |
| 6M | +12.3% | +60.3% | -47.9% | -6.3% |
| YTD | +8.2% | +142.5% | -134.3% | -23.5% |
| 1Y | +12.6% | +104.6% | -92.0% | -15.5% |
| 3Y | +152.8% | +191.7% | -38.9% | +58.8% |
| 5Y | +140.2% | +549.2% | -409.0% | +4.1% |
| 10Y | +273.8% | +1,106.2% | -832.5% | +14.6% |
| All | +273.8% | +1,165.8% | -892.0% | +14.6% |
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