+1,171.8%
MPC vs WPM
+749.7%
+422.1%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.5% |
| 7D | +11.2% | -3.6% | +14.8% | +11.5% |
| 30D | -14.5% | +1.4% | -15.9% | -14.7% |
| 3M | +16.7% | -0.2% | +16.9% | +16.3% |
| 6M | +67.6% | -7.3% | +74.9% | +67.8% |
| YTD | +157.9% | +12.3% | +145.6% | +151.1% |
| 1Y | +116.7% | +24.9% | +91.8% | +108.3% |
| 3Y | +199.8% | +210.4% | -10.6% | +155.1% |
| 5Y | +604.4% | +210.4% | +394.1% | +489.8% |
| All | +1,171.8% | +749.7% | +422.1% | +891.2% |
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