+267.3%
MP vs WCC
+800.5%
-533.2%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.3% | -2.6% | -1.1% |
| 7D | +2.3% | +3.3% | -1.0% | +0.4% |
| 30D | -15.3% | -9.4% | -5.9% | -11.1% |
| 3M | -33.5% | -10.5% | -23.0% | -30.0% |
| 6M | -45.5% | -10.4% | -35.1% | -42.8% |
| YTD | -27.3% | +34.4% | -61.7% | -38.8% |
| 1Y | -40.7% | +27.7% | -68.4% | -48.7% |
| 3Y | +145.9% | +137.9% | +7.9% | +40.5% |
| 5Y | -13.9% | +147.0% | -160.9% | -55.1% |
| All | +267.3% | +800.5% | -533.2% | +17.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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