+180.6%
MPC vs SUI
+12.1%
+168.6%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.4% |
| 7D | +5.4% | -2.8% | +8.3% | +5.9% |
| 30D | +31.0% | -1.2% | +32.1% | +31.1% |
| 3M | +46.0% | -1.7% | +47.8% | +46.2% |
| 6M | +77.3% | -10.5% | +87.8% | +80.9% |
| YTD | +141.9% | -1.8% | +143.7% | +141.3% |
| 1Y | +120.9% | -4.1% | +125.0% | +121.5% |
| All | +180.6% | +12.1% | +168.6% | +165.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling