+1,135.3%
MPC vs IWD
+205.2%
+930.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.4% | +3.0% | +2.8% |
| 7D | +2.6% | -0.6% | +3.1% | +3.5% |
| 30D | -12.2% | +3.6% | -15.8% | -16.9% |
| 3M | +20.1% | +2.7% | +17.4% | +14.9% |
| 6M | +60.6% | +13.2% | +47.4% | +32.6% |
| YTD | +150.6% | +26.8% | +123.8% | +73.8% |
| 1Y | +104.7% | +29.3% | +75.4% | +37.7% |
| 3Y | +194.5% | +85.1% | +109.3% | +15.5% |
| 5Y | +582.3% | +74.2% | +508.1% | +189.3% |
| 10Y | +1,135.3% | +204.6% | +930.7% | +119.3% |
| All | +1,135.3% | +205.2% | +930.0% | +119.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling