+101.7%
MPC vs WEC
+7.4%
+94.3%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | -8.8% | +1.4% | -10.2% | -8.8% |
| 30D | -14.4% | +12.8% | -27.2% | -14.7% |
| 3M | +21.9% | +11.2% | +10.7% | +21.6% |
| 6M | +60.1% | +6.6% | +53.5% | +59.0% |
| YTD | +142.3% | +13.8% | +128.5% | +138.6% |
| 1Y | +101.7% | +7.6% | +94.1% | +99.5% |
| All | +101.7% | +7.4% | +94.3% | +99.5% |
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