+3,101.0%
MPC vs SU
+186.7%
+2,914.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.8% |
| 7D | +5.4% | +3.6% | +1.9% | +3.1% |
| 30D | +31.0% | +7.9% | +23.1% | +24.7% |
| 3M | +46.0% | +3.5% | +42.5% | +42.4% |
| 6M | +77.3% | +19.0% | +58.4% | +58.2% |
| YTD | +141.9% | +55.0% | +86.9% | +81.6% |
| 1Y | +120.9% | +71.2% | +49.7% | +55.4% |
| 3Y | +182.7% | +117.4% | +65.3% | +68.3% |
| 5Y | +646.4% | +335.2% | +311.3% | +172.5% |
| 10Y | +1,138.7% | +248.7% | +890.0% | +395.4% |
| All | +3,101.0% | +186.7% | +2,914.3% | +1,248.8% |
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 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