+287.6%
MP vs WCC
+785.5%
-497.9%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.7% | +5.2% | +4.4% |
| 7D | +9.5% | +9.9% | -0.5% | +3.9% |
| 30D | -3.0% | -8.4% | +5.5% | +1.1% |
| 3M | -30.4% | -10.3% | -20.0% | -26.8% |
| 6M | -39.2% | -10.5% | -28.7% | -36.1% |
| YTD | -23.3% | +32.2% | -55.5% | -34.8% |
| 1Y | -32.6% | +25.5% | -58.2% | -41.2% |
| 3Y | +159.3% | +134.7% | +24.6% | +49.2% |
| 5Y | -16.4% | +139.9% | -156.4% | -55.8% |
| All | +287.6% | +785.5% | -497.9% | +24.9% |
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