+3,312.9%
MPC vs SU
+197.8%
+3,115.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | -0.2% |
| 7D | +11.2% | +1.7% | +9.5% | +10.0% |
| 30D | -14.5% | -7.9% | -6.6% | -9.7% |
| 3M | +16.7% | +7.5% | +9.1% | +11.3% |
| 6M | +67.6% | +7.2% | +60.3% | +59.8% |
| YTD | +157.9% | +60.9% | +97.0% | +89.1% |
| 1Y | +116.7% | +63.6% | +53.0% | +57.1% |
| 3Y | +199.8% | +128.9% | +70.9% | +73.4% |
| 5Y | +604.4% | +228.3% | +376.1% | +212.3% |
| 10Y | +1,171.5% | +240.6% | +930.9% | +413.8% |
| All | +3,312.9% | +197.8% | +3,115.2% | +1,304.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling