+3,005.7%
MPC vs WCC
+461.8%
+2,543.9%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -9.6% | +5.6% | -0.1% |
| 7D | -12.8% | -21.9% | +9.1% | -3.9% |
| 30D | -12.7% | -25.4% | +12.7% | -2.7% |
| 3M | +27.1% | -23.1% | +50.2% | +38.9% |
| 6M | +45.8% | -18.1% | +63.8% | +52.3% |
| YTD | +134.7% | +17.7% | +117.0% | +105.6% |
| 1Y | +106.0% | +12.4% | +93.7% | +83.5% |
| 3Y | +165.5% | +105.9% | +59.6% | +63.7% |
| 5Y | +540.9% | +116.8% | +424.1% | +249.2% |
| 10Y | +1,133.6% | +456.1% | +677.6% | +247.3% |
| All | +3,005.7% | +461.8% | +2,543.9% | +643.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling