+101.9%
MPC vs WCC
+23.3%
+78.6%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +8.1% | -3.5% | +4.1% |
| 7D | -9.4% | -5.7% | -3.7% | -9.2% |
| 30D | -14.3% | -13.5% | -0.9% | -14.1% |
| 3M | +31.1% | -12.9% | +44.0% | +31.3% |
| 6M | +60.3% | -10.7% | +70.9% | +60.0% |
| YTD | +142.5% | +30.0% | +112.5% | +126.5% |
| All | +101.9% | +23.3% | +78.6% | +89.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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