+96.6%
MPC vs WM
+20.0%
+76.6%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.1% | +0.9% | -1.1% |
| 7D | -16.2% | +1.2% | -17.4% | -16.2% |
| 30D | -15.7% | +13.1% | -28.8% | -16.4% |
| 3M | +24.9% | +3.6% | +21.3% | +24.8% |
| 6M | +52.7% | +8.1% | +44.6% | +50.7% |
| YTD | +131.9% | +8.9% | +122.9% | +127.6% |
| 1Y | +96.6% | +20.3% | +76.3% | +89.9% |
| All | +96.6% | +20.0% | +76.6% | +89.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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