+2,968.0%
MPC vs SYY
+283.2%
+2,684.8%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.2% | -3.4% | -2.5% |
| 7D | -16.2% | -7.3% | -8.9% | -12.9% |
| 30D | -15.7% | +0.1% | -15.8% | -16.4% |
| 3M | +24.9% | -8.2% | +33.1% | +30.0% |
| 6M | +52.7% | +6.3% | +46.4% | +44.3% |
| YTD | +131.9% | +7.3% | +124.5% | +111.8% |
| 1Y | +96.6% | +8.5% | +88.2% | +78.2% |
| 3Y | +163.8% | +24.9% | +138.9% | +112.5% |
| 5Y | +533.1% | +8.0% | +525.1% | +440.8% |
| 10Y | +1,118.6% | +107.2% | +1,011.5% | +575.4% |
| All | +2,968.0% | +283.2% | +2,684.8% | +879.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling