+111.7%
SPOT vs MPC
+655.4%
-543.7%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.3% | -4.8% | -3.0% |
| 7D | -2.9% | +3.9% | -6.7% | -3.6% |
| 30D | +8.3% | +33.8% | -25.5% | +2.2% |
| 3M | +5.1% | +49.9% | -44.8% | -3.2% |
| 6M | -6.5% | +80.9% | -87.4% | -17.8% |
| YTD | -9.0% | +147.4% | -156.4% | -25.8% |
| 1Y | -26.4% | +123.2% | -149.6% | -38.7% |
| 3Y | +240.0% | +171.7% | +68.3% | +162.0% |
| 5Y | +111.7% | +678.6% | -566.8% | +14.9% |
| All | +111.7% | +655.4% | -543.7% | +14.9% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling