+1,106.2%
MPC vs SYF
+218.0%
+888.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.7% | +5.3% | +5.0% |
| 7D | -9.4% | -4.7% | -4.7% | -7.2% |
| 30D | -14.3% | +0.6% | -14.9% | -14.8% |
| 3M | +31.1% | -6.8% | +37.9% | +35.2% |
| 6M | +60.3% | +0.5% | +59.7% | +56.3% |
| YTD | +142.5% | -11.1% | +153.7% | +148.2% |
| 1Y | +104.6% | +1.3% | +103.3% | +94.4% |
| 3Y | +191.7% | +164.6% | +27.1% | +52.0% |
| 5Y | +549.2% | +65.2% | +484.0% | +318.4% |
| 10Y | +1,106.2% | +204.6% | +901.6% | +389.0% |
| All | +1,106.2% | +218.0% | +888.3% | +389.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SYF.
Daily Out/Under-Performance
Portfolio return minus SYF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYF 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 10y: compounded portfolio wealth divided by compounded SYF 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…
10y analysis · Full analysis span regression · 6 months rolling