+104.7%
MPC vs WU
-15.1%
+119.8%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -3.0% | +6.4% | +3.4% |
| 7D | +2.6% | +2.1% | +0.5% | +2.6% |
| 30D | -12.2% | +10.1% | -22.3% | -12.3% |
| 3M | +20.1% | -1.1% | +21.2% | +20.1% |
| 6M | +60.6% | -19.8% | +80.4% | +62.0% |
| YTD | +150.6% | -20.8% | +171.3% | +150.4% |
| 1Y | +104.7% | -15.1% | +119.8% | +103.2% |
| All | +104.7% | -15.1% | +119.8% | +103.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling