+1,098.3%
MPC vs SHW
+352.3%
+746.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | +0.2% |
| 7D | -8.8% | +4.2% | -13.1% | -10.4% |
| 30D | -14.4% | +11.3% | -25.7% | -18.0% |
| 3M | +21.9% | -1.8% | +23.8% | +21.9% |
| 6M | +60.1% | +12.7% | +47.4% | +50.0% |
| YTD | +142.3% | +10.4% | +131.9% | +125.6% |
| 1Y | +101.7% | +4.7% | +97.0% | +92.0% |
| 3Y | +184.8% | +42.7% | +142.1% | +128.2% |
| 5Y | +564.6% | +14.5% | +550.1% | +478.8% |
| 10Y | +1,098.3% | +340.7% | +757.6% | +374.9% |
| All | +1,098.3% | +352.3% | +746.0% | +374.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SHW.
Daily Out/Under-Performance
Portfolio return minus SHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHW 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 SHW 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