+274.5%
MP vs WEC
+64.3%
+210.2%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.0% | +2.0% |
| 7D | +11.0% | -0.7% | +11.7% | +11.0% |
| 30D | -11.7% | +11.0% | -22.7% | -12.1% |
| 3M | -30.8% | +8.6% | -39.4% | -31.0% |
| 6M | -42.9% | +6.2% | -49.1% | -43.1% |
| YTD | -25.9% | +14.3% | -40.2% | -26.8% |
| 1Y | -37.3% | +8.4% | -45.7% | -37.7% |
| 3Y | +150.7% | +62.9% | +87.8% | +137.9% |
| 5Y | -19.3% | +55.8% | -75.1% | -19.1% |
| All | +274.5% | +64.3% | +210.2% | +259.6% |
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