+106.0%
MPC vs SUI
+1.3%
+104.7%
-22.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.7% | -4.6% | -3.8% |
| 7D | -12.8% | +8.8% | -21.5% | -11.6% |
| 30D | -12.7% | +8.9% | -21.7% | -11.1% |
| 3M | +27.1% | +2.0% | +25.0% | +28.6% |
| 6M | +45.8% | -0.6% | +46.4% | +47.9% |
| YTD | +134.7% | +1.3% | +133.4% | +134.7% |
| 1Y | +106.0% | +1.3% | +104.8% | +105.9% |
| All | +106.0% | +1.3% | +104.7% | +105.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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