+3,109.1%
MPC vs WPM
+426.4%
+2,682.7%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +5.6% | -1.0% | +4.0% |
| 7D | -9.4% | +20.8% | -30.2% | -11.4% |
| 30D | -14.3% | +3.8% | -18.1% | -14.8% |
| 3M | +31.1% | +7.4% | +23.7% | +29.4% |
| 6M | +60.3% | +4.0% | +56.3% | +58.1% |
| YTD | +142.5% | +23.0% | +119.5% | +131.9% |
| 1Y | +104.6% | +45.9% | +58.6% | +91.0% |
| 3Y | +191.7% | +242.9% | -51.2% | +138.4% |
| 5Y | +549.2% | +259.5% | +289.7% | +419.8% |
| 10Y | +1,106.2% | +577.7% | +528.5% | +751.1% |
| All | +3,109.1% | +426.4% | +2,682.7% | +2,213.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling