+1,134.0%
MPC vs SYY
+94.9%
+1,039.1%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.3% | +2.5% | +2.4% |
| 7D | +3.9% | -2.8% | +6.6% | +5.6% |
| 30D | +33.8% | -5.3% | +39.0% | +38.1% |
| 3M | +49.9% | +5.1% | +44.8% | +44.5% |
| 6M | +80.9% | -5.0% | +85.9% | +82.4% |
| YTD | +147.4% | +10.7% | +136.7% | +123.8% |
| 1Y | +123.2% | +0.7% | +122.5% | +114.0% |
| 3Y | +171.7% | +24.0% | +147.7% | +121.1% |
| 5Y | +678.6% | +19.3% | +659.3% | +523.6% |
| 10Y | +1,134.0% | +96.4% | +1,037.6% | +667.4% |
| All | +1,134.0% | +94.9% | +1,039.1% | +667.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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