+1,106.2%
MPC vs WEC
+178.6%
+927.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.1% | +3.5% | +4.3% |
| 7D | -9.4% | +0.2% | -9.6% | -9.5% |
| 30D | -14.3% | +12.9% | -27.2% | -17.3% |
| 3M | +31.1% | +9.8% | +21.3% | +27.5% |
| 6M | +60.3% | +6.7% | +53.5% | +56.7% |
| YTD | +142.5% | +14.0% | +128.6% | +132.3% |
| 1Y | +104.6% | +7.3% | +97.2% | +99.4% |
| 3Y | +191.7% | +63.8% | +127.9% | +147.2% |
| 5Y | +549.2% | +54.8% | +494.5% | +452.6% |
| 10Y | +1,106.2% | +185.7% | +920.5% | +856.9% |
| All | +1,106.2% | +178.6% | +927.6% | +856.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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