+26.4%
V vs MPC
+102.0%
-75.6%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.2% | 0.0% |
| 7D | +2.2% | -16.2% | +18.4% | +1.8% |
| 30D | +13.6% | -15.7% | +29.3% | +13.1% |
| 3M | +14.3% | +24.9% | -10.6% | +14.0% |
| 6M | +33.1% | +52.7% | -19.6% | +33.1% |
| YTD | +21.2% | +131.9% | -110.6% | +23.1% |
| 1Y | +26.4% | +96.6% | -70.2% | +24.9% |
| All | +26.4% | +102.0% | -75.6% | +24.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling