+1,134.0%
MPC vs WPM
+502.1%
+632.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.1% | +2.2% | +2.3% |
| 7D | +3.9% | +7.0% | -3.2% | +3.3% |
| 30D | +33.8% | +15.7% | +18.0% | +32.0% |
| 3M | +49.9% | +35.2% | +14.6% | +45.7% |
| 6M | +80.9% | +6.1% | +74.8% | +79.1% |
| YTD | +147.4% | +32.6% | +114.9% | +138.4% |
| 1Y | +123.2% | +46.9% | +76.3% | +112.1% |
| 3Y | +171.7% | +276.3% | -104.6% | +128.7% |
| 5Y | +678.6% | +260.0% | +418.6% | +548.6% |
| 10Y | +1,134.0% | +508.5% | +625.5% | +888.1% |
| All | +1,134.0% | +502.1% | +632.0% | +888.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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