+88.4%
MPC vs SUNB
+12.2%
+76.2%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -3.3% | -4.8% | -8.6% |
| 7D | -10.9% | -2.6% | -8.3% | -11.3% |
| 30D | -9.4% | +4.3% | -13.7% | -8.7% |
| 3M | +26.0% | +0.8% | +25.2% | +26.3% |
| 6M | +56.5% | +9.2% | +47.3% | +60.4% |
| All | +88.4% | +12.2% | +76.2% | +101.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SUNB.
Daily Out/Under-Performance
Portfolio return minus SUNB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUNB 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 SUNB 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