+119.6%
MPC vs SU
+71.3%
+48.2%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.1% | -1.6% | -1.7% |
| 7D | +1.2% | +1.7% | -0.4% | 0.0% |
| 30D | +17.0% | +9.6% | +7.3% | +9.4% |
| 3M | +49.5% | +11.7% | +37.7% | +37.8% |
| 6M | +83.5% | +21.9% | +61.6% | +61.3% |
| YTD | +144.1% | +58.6% | +85.5% | +82.0% |
| 1Y | +119.6% | +66.5% | +53.1% | +55.8% |
| All | +119.6% | +71.3% | +48.2% | +55.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling