+642.2%
MPC vs SYY
+18.7%
+623.6%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.6% | +0.7% |
| 7D | +5.4% | -2.3% | +7.7% | +6.2% |
| 30D | +31.0% | -4.9% | +35.9% | +32.9% |
| 3M | +46.0% | +8.4% | +37.6% | +41.8% |
| 6M | +77.3% | -7.4% | +84.7% | +80.7% |
| YTD | +141.9% | +11.0% | +130.9% | +128.8% |
| 1Y | +120.9% | -0.2% | +121.1% | +117.9% |
| 3Y | +182.7% | +23.8% | +158.9% | +151.3% |
| All | +642.2% | +18.7% | +623.6% | +542.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling