+1,174.7%
MPC vs SONY
+276.5%
+898.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.6% |
| 7D | +3.2% | -4.9% | +8.1% | +5.2% |
| 30D | +25.0% | -1.6% | +26.6% | +25.6% |
| 3M | +55.2% | +10.0% | +45.2% | +48.3% |
| 6M | +86.4% | +8.4% | +78.0% | +77.9% |
| YTD | +148.5% | -8.4% | +156.9% | +154.0% |
| 1Y | +121.7% | -18.4% | +140.1% | +137.1% |
| 3Y | +172.9% | +41.0% | +131.9% | +121.2% |
| 5Y | +679.9% | +9.3% | +670.6% | +590.8% |
| 10Y | +1,174.7% | +281.7% | +893.0% | +553.6% |
| All | +1,174.7% | +276.5% | +898.2% | +553.6% |
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