+1,135.5%
MPC vs SU
+237.7%
+897.9%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.8% | +1.6% | +2.1% |
| 7D | +2.6% | -4.3% | +6.8% | +5.8% |
| 30D | -12.2% | -6.2% | -6.0% | -8.0% |
| 3M | +20.1% | +9.7% | +10.4% | +12.4% |
| 6M | +60.6% | +7.3% | +53.3% | +52.1% |
| YTD | +150.6% | +58.7% | +91.8% | +79.3% |
| 1Y | +104.7% | +59.7% | +44.9% | +45.7% |
| 3Y | +194.5% | +129.2% | +65.3% | +59.6% |
| 5Y | +582.3% | +223.7% | +358.6% | +173.3% |
| All | +1,135.5% | +237.7% | +897.9% | +344.5% |
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