+153.3%
MP vs WCC
+124.0%
+29.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.9% | -2.5% | -0.6% |
| 7D | -2.9% | +4.5% | -7.3% | -5.1% |
| 30D | +13.8% | -5.8% | +19.6% | +17.2% |
| 3M | -16.7% | -3.7% | -13.0% | -15.3% |
| 6M | -11.5% | +23.1% | -34.5% | -20.4% |
| YTD | +7.9% | +44.2% | -36.2% | -10.2% |
| 1Y | -15.0% | +62.1% | -77.1% | -33.7% |
| All | +153.3% | +124.0% | +29.3% | +54.3% |
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 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