+1,106.2%
MPC vs WU
-36.4%
+1,142.7%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.3% | +4.9% | +4.7% |
| 7D | -9.4% | +9.1% | -18.5% | -13.2% |
| 30D | -14.3% | +12.1% | -26.4% | -19.0% |
| 3M | +31.1% | +0.3% | +30.8% | +29.6% |
| 6M | +60.3% | -19.1% | +79.4% | +71.4% |
| YTD | +142.5% | -19.2% | +161.7% | +156.9% |
| 1Y | +104.6% | -15.3% | +119.9% | +110.7% |
| 3Y | +191.7% | -21.3% | +213.0% | +200.5% |
| 5Y | +549.2% | -41.7% | +590.9% | +655.2% |
| 10Y | +1,106.2% | -36.0% | +1,142.2% | +1,241.7% |
| All | +1,106.2% | -36.4% | +1,142.7% | +1,241.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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