+1,166.2%
MPC vs SONY
+366.0%
+800.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.6% | +1.8% | +2.2% |
| 7D | +9.4% | -3.2% | +12.6% | +10.8% |
| 30D | -13.4% | +9.6% | -23.0% | -16.8% |
| 3M | +18.9% | +13.3% | +5.6% | +12.4% |
| 6M | +64.9% | +20.3% | +44.6% | +51.3% |
| YTD | +156.8% | +4.1% | +152.7% | +148.3% |
| 1Y | +113.2% | -11.9% | +125.1% | +121.4% |
| 3Y | +201.8% | +56.6% | +145.2% | +134.5% |
| 5Y | +601.4% | +10.9% | +590.4% | +527.3% |
| All | +1,166.2% | +366.0% | +800.2% | +496.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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