+678.6%
MPC vs SU
+343.5%
+335.1%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.8% | +1.4% | +1.8% |
| 7D | +3.9% | -1.0% | +4.8% | +4.5% |
| 30D | +33.8% | +13.7% | +20.1% | +23.3% |
| 3M | +49.9% | +8.0% | +41.8% | +42.3% |
| 6M | +80.9% | +21.0% | +59.9% | +60.3% |
| YTD | +147.4% | +56.2% | +91.2% | +86.3% |
| 1Y | +123.2% | +72.2% | +51.0% | +57.9% |
| 3Y | +171.7% | +118.1% | +53.6% | +64.9% |
| 5Y | +678.6% | +350.3% | +328.2% | +217.4% |
| All | +678.6% | +343.5% | +335.1% | +217.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling