+163.8%
MPC vs SUI
+15.1%
+148.6%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.2% | -1.0% |
| 7D | -16.2% | +6.2% | -22.4% | -17.0% |
| 30D | -15.7% | +8.6% | -24.3% | -16.8% |
| 3M | +24.9% | +1.0% | +23.9% | +24.7% |
| 6M | +52.7% | -2.6% | +55.2% | +53.3% |
| YTD | +131.9% | -0.1% | +132.0% | +130.7% |
| 1Y | +96.6% | +0.5% | +96.2% | +95.4% |
| 3Y | +163.8% | +15.3% | +148.5% | +141.3% |
| All | +163.8% | +15.1% | +148.6% | +141.3% |
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