+277.5%
MP vs WEC
+63.9%
+213.6%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.1% | +5.5% | +6.6% |
| 7D | -1.6% | +0.2% | -1.8% | -1.6% |
| 30D | -18.2% | +12.9% | -31.1% | -18.5% |
| 3M | -26.1% | +9.8% | -35.9% | -26.4% |
| 6M | -44.0% | +6.7% | -50.8% | -44.3% |
| YTD | -25.3% | +14.0% | -39.2% | -26.2% |
| 1Y | -35.6% | +7.3% | -42.9% | -35.9% |
| 3Y | +147.1% | +63.8% | +83.3% | +134.4% |
| 5Y | -11.3% | +54.8% | -66.0% | -11.2% |
| All | +277.5% | +63.9% | +213.6% | +262.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling