+1,135.3%
MPC vs WEC
+190.8%
+944.5%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.4% | +3.0% | +3.3% |
| 7D | +2.6% | -0.5% | +3.1% | +2.8% |
| 30D | -12.2% | +12.0% | -24.2% | -15.1% |
| 3M | +20.1% | +11.1% | +9.0% | +16.4% |
| 6M | +60.6% | +6.0% | +54.6% | +57.4% |
| YTD | +150.6% | +14.3% | +136.3% | +139.9% |
| 1Y | +104.7% | +8.0% | +96.7% | +99.1% |
| 3Y | +194.5% | +62.8% | +131.6% | +150.0% |
| 5Y | +582.3% | +55.3% | +527.0% | +480.3% |
| 10Y | +1,135.3% | +193.2% | +942.1% | +877.3% |
| All | +1,135.3% | +190.8% | +944.5% | +877.3% |
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