+1,166.2%
MPC vs WPM
+752.0%
+414.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.8% | +5.3% | +2.7% |
| 7D | +9.4% | -0.5% | +9.9% | +9.4% |
| 30D | -13.4% | -3.1% | -10.3% | -13.3% |
| 3M | +18.9% | -2.2% | +21.0% | +18.7% |
| 6M | +64.9% | -7.4% | +72.3% | +65.1% |
| YTD | +156.8% | +12.6% | +144.2% | +150.0% |
| 1Y | +113.2% | +22.8% | +90.3% | +105.3% |
| 3Y | +201.8% | +213.6% | -11.8% | +156.6% |
| 5Y | +601.4% | +211.2% | +390.2% | +487.1% |
| All | +1,166.2% | +752.0% | +414.3% | +886.7% |
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