+180.6%
MPC vs SYY
+24.3%
+156.4%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.6% | +0.5% |
| 7D | +5.4% | -2.3% | +7.7% | +5.9% |
| 30D | +31.0% | -4.9% | +35.9% | +32.2% |
| 3M | +46.0% | +8.4% | +37.6% | +43.0% |
| 6M | +77.3% | -7.4% | +84.7% | +80.8% |
| YTD | +141.9% | +11.0% | +130.9% | +131.1% |
| 1Y | +120.9% | -0.2% | +121.1% | +119.5% |
| All | +180.6% | +24.3% | +156.4% | +150.5% |
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 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