-15.0%
MP vs WEC
+1.8%
-16.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.7% | +2.1% | +1.0% |
| 7D | -2.9% | -0.3% | -2.6% | -3.0% |
| 30D | +13.8% | -1.3% | +15.1% | +13.4% |
| 3M | -16.7% | -3.9% | -12.8% | -18.4% |
| 6M | -11.5% | -8.3% | -3.2% | -12.6% |
| YTD | +7.9% | +3.1% | +4.9% | +4.8% |
| 1Y | -15.0% | +1.9% | -17.0% | -6.7% |
| All | -15.0% | +1.8% | -16.8% | -6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 1y: compounded portfolio wealth divided by compounded WEC 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…
1y analysis · Full analysis span regression · 6 months rolling