+642.2%
MPC vs WPM
+254.8%
+387.5%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.4% | +0.4% |
| 7D | +5.4% | +1.1% | +4.4% | +5.4% |
| 30D | +31.0% | +26.4% | +4.6% | +29.0% |
| 3M | +46.0% | +20.8% | +25.2% | +44.2% |
| 6M | +77.3% | +1.1% | +76.2% | +77.7% |
| YTD | +141.9% | +32.5% | +109.5% | +133.5% |
| 1Y | +120.9% | +51.5% | +69.4% | +108.9% |
| 3Y | +182.7% | +267.0% | -84.3% | +128.2% |
| All | +642.2% | +254.8% | +387.5% | +457.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling