+1,135.3%
MPC vs SONY
+364.7%
+770.5%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.8% | +4.2% | +3.7% |
| 7D | +2.6% | +2.1% | +0.5% | +1.6% |
| 30D | -12.2% | +9.2% | -21.4% | -15.5% |
| 3M | +20.1% | +12.2% | +7.9% | +13.9% |
| 6M | +60.6% | +24.4% | +36.2% | +45.2% |
| YTD | +150.6% | +3.5% | +147.1% | +142.8% |
| 1Y | +104.7% | -9.2% | +113.8% | +109.6% |
| 3Y | +194.5% | +55.6% | +138.9% | +129.3% |
| 5Y | +582.3% | +12.0% | +570.3% | +506.3% |
| 10Y | +1,135.3% | +363.7% | +771.6% | +485.6% |
| All | +1,135.3% | +364.7% | +770.5% | +485.6% |
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