+113.2%
MPC vs WEC
+8.3%
+104.8%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | 0.0% | +2.5% | +2.5% |
| 7D | +9.4% | -0.7% | +10.1% | +9.4% |
| 30D | -13.4% | +11.0% | -24.4% | -13.6% |
| 3M | +18.9% | +8.6% | +10.3% | +18.6% |
| 6M | +64.9% | +6.2% | +58.7% | +64.0% |
| YTD | +156.8% | +14.3% | +142.5% | +153.5% |
| 1Y | +113.2% | +8.4% | +104.8% | +109.8% |
| All | +113.2% | +8.3% | +104.8% | +109.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling