+131.7%
MP vs WCC
+117.3%
+14.4%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.2% | +2.8% | +3.8% |
| 7D | -10.5% | -14.7% | +4.2% | -3.0% |
| 30D | -23.5% | -20.1% | -3.5% | -14.5% |
| 3M | -25.4% | -21.2% | -4.3% | -16.3% |
| 6M | -51.3% | -19.2% | -32.1% | -46.1% |
| YTD | -29.9% | +20.2% | -50.1% | -36.4% |
| 1Y | -31.8% | +14.5% | -46.3% | -36.7% |
| All | +131.7% | +117.3% | +14.4% | +18.2% |
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