+3,005.7%
MPC vs WEC
+537.0%
+2,468.7%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.2% | -4.1% | -4.0% |
| 7D | -12.8% | +3.2% | -16.0% | -13.7% |
| 30D | -12.7% | +14.7% | -27.4% | -16.8% |
| 3M | +27.1% | +10.2% | +16.8% | +22.7% |
| 6M | +45.8% | +4.5% | +41.3% | +43.0% |
| YTD | +134.7% | +15.1% | +119.6% | +122.2% |
| 1Y | +106.0% | +9.4% | +96.6% | +98.4% |
| 3Y | +165.5% | +56.9% | +108.6% | +121.9% |
| 5Y | +540.9% | +54.4% | +486.5% | +429.7% |
| 10Y | +1,133.6% | +183.5% | +950.1% | +660.3% |
| All | +3,005.7% | +537.0% | +2,468.7% | +634.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling