+254.1%
MP vs WEC
+62.1%
+192.0%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.1% | +7.0% | +5.0% |
| 7D | -10.5% | -0.2% | -10.3% | -10.5% |
| 30D | -23.5% | +12.3% | -35.8% | -23.9% |
| 3M | -25.4% | +8.3% | -33.7% | -25.7% |
| 6M | -51.3% | +3.5% | -54.7% | -51.4% |
| YTD | -29.9% | +12.7% | -42.6% | -30.7% |
| 1Y | -31.8% | +8.2% | -40.0% | -32.3% |
| 3Y | +127.0% | +55.9% | +71.1% | +115.6% |
| 5Y | -3.3% | +51.2% | -54.5% | -3.6% |
| All | +254.1% | +62.1% | +192.0% | +240.2% |
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