+2,472.4%
V vs MPC
+2,885.5%
-413.1%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.9% | +0.7% | -2.2% |
| 7D | +2.9% | -12.8% | +15.7% | +6.3% |
| 30D | +14.0% | -12.7% | +26.7% | +17.5% |
| 3M | +14.9% | +27.1% | -12.2% | +7.0% |
| 6M | +31.7% | +45.8% | -14.0% | +17.8% |
| YTD | +21.2% | +134.7% | -113.5% | -5.3% |
| 1Y | +25.3% | +106.0% | -80.8% | +1.1% |
| 3Y | +77.5% | +165.5% | -88.0% | +29.9% |
| 5Y | +102.6% | +540.9% | -438.3% | +12.1% |
| 10Y | +464.3% | +1,133.6% | -669.3% | +130.4% |
| All | +2,472.4% | +2,885.5% | -413.1% | +588.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling