+1,116.6%
MPC vs WU
-40.5%
+1,157.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +0.7% |
| 7D | +5.4% | -0.8% | +6.3% | +5.8% |
| 30D | +31.0% | -1.1% | +32.1% | +31.4% |
| 3M | +46.0% | -3.9% | +49.9% | +45.3% |
| 6M | +77.3% | -20.7% | +98.0% | +91.9% |
| YTD | +141.9% | -18.4% | +160.3% | +157.1% |
| 1Y | +120.9% | -8.1% | +129.0% | +118.5% |
| 3Y | +182.7% | -24.2% | +206.8% | +197.9% |
| 5Y | +646.4% | -50.4% | +696.9% | +883.2% |
| All | +1,116.6% | -40.5% | +1,157.0% | +1,360.2% |
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