+1,166.2%
MPC vs SYY
+86.6%
+1,079.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.9% | +3.4% | +3.0% |
| 7D | +9.4% | +1.3% | +8.1% | +8.5% |
| 30D | -13.4% | -3.5% | -9.9% | -12.3% |
| 3M | +18.9% | -9.3% | +28.2% | +24.7% |
| 6M | +64.9% | +5.9% | +59.0% | +55.9% |
| YTD | +156.8% | +6.5% | +150.3% | +135.0% |
| 1Y | +113.2% | +4.0% | +109.2% | +97.9% |
| 3Y | +201.8% | +23.0% | +178.8% | +143.6% |
| 5Y | +601.4% | +14.3% | +587.0% | +469.5% |
| All | +1,166.2% | +86.6% | +1,079.6% | +689.6% |
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