+104.7%
MPC vs WCC
+26.8%
+77.9%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +3.3% | +0.1% | +3.2% |
| 7D | +2.6% | +3.3% | -0.7% | +2.3% |
| 30D | -12.2% | -9.4% | -2.8% | -12.2% |
| 3M | +20.1% | -10.5% | +30.6% | +20.1% |
| 6M | +60.6% | -10.4% | +71.0% | +60.3% |
| YTD | +150.6% | +34.4% | +116.2% | +132.7% |
| 1Y | +104.7% | +27.7% | +77.0% | +91.0% |
| All | +104.7% | +26.8% | +77.9% | +91.0% |
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