+120.9%
MPC vs IWD
+30.5%
+90.5%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.4% |
| 7D | +5.4% | -0.3% | +5.7% | +5.5% |
| 30D | +31.0% | +0.6% | +30.4% | +30.8% |
| 3M | +46.0% | +7.2% | +38.8% | +44.2% |
| 6M | +77.3% | +16.2% | +61.1% | +72.8% |
| YTD | +141.9% | +23.3% | +118.6% | +123.0% |
| 1Y | +120.9% | +29.6% | +91.3% | +96.2% |
| All | +120.9% | +30.5% | +90.5% | +96.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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