+1,106.2%
MPC vs WWD
+494.7%
+611.5%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +4.9% | -0.3% | +2.2% |
| 7D | -9.4% | +4.2% | -13.6% | -11.2% |
| 30D | -14.3% | -0.8% | -13.5% | -14.4% |
| 3M | +31.1% | -8.2% | +39.3% | +35.2% |
| 6M | +60.3% | -9.8% | +70.1% | +63.3% |
| YTD | +142.5% | +10.4% | +132.1% | +115.8% |
| 1Y | +104.6% | +25.5% | +79.1% | +67.8% |
| 3Y | +191.7% | +155.8% | +35.9% | +49.4% |
| 5Y | +549.2% | +187.3% | +361.9% | +192.3% |
| 10Y | +1,106.2% | +462.7% | +643.5% | +269.9% |
| All | +1,106.2% | +494.7% | +611.5% | +269.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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