+1,098.3%
MPC vs GWW
+663.6%
+434.7%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | -0.8% |
| 7D | -8.8% | +5.5% | -14.4% | -11.3% |
| 30D | -14.4% | +14.4% | -28.8% | -19.7% |
| 3M | +21.9% | +13.7% | +8.2% | +14.6% |
| 6M | +60.1% | +20.1% | +40.1% | +46.1% |
| YTD | +142.3% | +47.1% | +95.2% | +99.6% |
| 1Y | +101.7% | +56.2% | +45.5% | +61.0% |
| 3Y | +184.8% | +90.5% | +94.3% | +103.1% |
| 5Y | +564.6% | +221.2% | +343.4% | +252.6% |
| 10Y | +1,098.3% | +648.4% | +449.9% | +363.2% |
| All | +1,098.3% | +663.6% | +434.7% | +363.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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