+96.6%
MPC vs WST
+42.2%
+54.4%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.9% | -3.1% | -1.2% |
| 7D | -16.2% | -3.1% | -13.1% | -16.2% |
| 30D | -15.7% | +9.1% | -24.8% | -15.6% |
| 3M | +24.9% | +14.7% | +10.2% | +25.1% |
| 6M | +52.7% | +28.0% | +24.6% | +52.6% |
| YTD | +131.9% | +45.6% | +86.2% | +126.9% |
| 1Y | +96.6% | +45.7% | +51.0% | +92.7% |
| All | +96.6% | +42.2% | +54.4% | +92.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 1y: compounded portfolio wealth divided by compounded WST 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…
1y analysis · Full analysis span regression · 6 months rolling