+1,106.2%
MPC vs SYY
+92.1%
+1,014.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +2.0% | +2.6% | +3.4% |
| 7D | -9.4% | -4.1% | -5.3% | -7.7% |
| 30D | -14.3% | +0.3% | -14.6% | -15.1% |
| 3M | +31.1% | -6.3% | +37.5% | +34.9% |
| 6M | +60.3% | +9.7% | +50.6% | +48.5% |
| YTD | +142.5% | +9.4% | +133.1% | +118.4% |
| 1Y | +104.6% | +7.3% | +97.3% | +86.6% |
| 3Y | +191.7% | +27.6% | +164.1% | +130.3% |
| 5Y | +549.2% | +12.5% | +536.7% | +435.9% |
| 10Y | +1,106.2% | +87.4% | +1,018.8% | +649.5% |
| All | +1,106.2% | +92.1% | +1,014.2% | +649.5% |
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