+116.3%
MP vs WCC
+106.2%
+10.1%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -9.6% | +3.5% | -1.1% |
| 7D | -19.0% | -21.9% | +2.9% | -8.1% |
| 30D | -30.5% | -25.4% | -5.1% | -19.4% |
| 3M | -29.6% | -23.1% | -6.5% | -20.0% |
| 6M | -50.4% | -18.1% | -32.4% | -45.5% |
| YTD | -33.2% | +17.7% | -50.9% | -38.8% |
| 1Y | -38.6% | +12.4% | -50.9% | -42.4% |
| All | +116.3% | +106.2% | +10.1% | +14.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling