+163.8%
MPC vs SYY
+24.3%
+139.4%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.2% | -3.4% | -1.5% |
| 7D | -16.2% | -7.3% | -8.9% | -15.1% |
| 30D | -15.7% | +0.1% | -15.8% | -15.8% |
| 3M | +24.9% | -8.2% | +33.1% | +26.5% |
| 6M | +52.7% | +6.3% | +46.4% | +49.4% |
| YTD | +131.9% | +7.3% | +124.5% | +122.3% |
| 1Y | +96.6% | +8.5% | +88.2% | +87.7% |
| 3Y | +163.8% | +24.9% | +138.9% | +116.7% |
| All | +163.8% | +24.3% | +139.4% | +116.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling