+3,132.1%
MPC vs SUI
+491.5%
+2,640.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +5.2% | -13.3% | -10.3% |
| 7D | -10.9% | +10.0% | -20.9% | -14.9% |
| 30D | -9.4% | +8.4% | -17.8% | -13.0% |
| 3M | +26.0% | +0.7% | +25.3% | +24.7% |
| 6M | +56.5% | -0.9% | +57.4% | +55.3% |
| YTD | +144.3% | +0.6% | +143.6% | +139.4% |
| 1Y | +117.2% | +0.8% | +116.5% | +112.7% |
| 3Y | +176.3% | +15.5% | +160.8% | +146.2% |
| 5Y | +590.5% | -25.9% | +616.4% | +645.1% |
| 10Y | +1,183.8% | +119.5% | +1,064.3% | +665.2% |
| All | +3,132.1% | +491.5% | +2,640.6% | +822.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling