+1,098.3%
MPC vs WY
0.0%
+1,098.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.4% | +2.3% | +1.2% |
| 7D | -8.8% | +0.2% | -9.0% | -9.3% |
| 30D | -14.4% | +8.0% | -22.4% | -18.7% |
| 3M | +21.9% | -17.7% | +39.6% | +34.0% |
| 6M | +60.1% | -10.8% | +70.9% | +65.6% |
| YTD | +142.3% | -10.6% | +152.9% | +146.9% |
| 1Y | +101.7% | -5.7% | +107.4% | +98.4% |
| 3Y | +184.8% | -24.8% | +209.6% | +211.4% |
| 5Y | +564.6% | -31.7% | +596.3% | +641.3% |
| 10Y | +1,098.3% | +2.9% | +1,095.4% | +875.0% |
| All | +1,098.3% | 0.0% | +1,098.3% | +875.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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