+1,131.4%
MPC vs SU
+267.2%
+864.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +1.0% |
| 7D | +1.8% | +2.2% | -0.4% | +0.2% |
| 30D | +14.0% | +8.4% | +5.6% | +7.6% |
| 3M | +52.2% | +12.1% | +40.1% | +40.0% |
| 6M | +75.8% | +19.7% | +56.1% | +54.4% |
| YTD | +146.3% | +58.4% | +87.9% | +76.9% |
| 1Y | +120.8% | +67.2% | +53.6% | +52.5% |
| 3Y | +172.6% | +125.0% | +47.6% | +49.8% |
| 5Y | +678.2% | +355.1% | +323.2% | +140.8% |
| All | +1,131.4% | +267.2% | +864.2% | +348.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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