+1,106.2%
MPC vs WY
+6.7%
+1,099.5%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.7% | +3.9% | +4.2% |
| 7D | -9.4% | -0.8% | -8.7% | -9.4% |
| 30D | -14.3% | +10.6% | -24.9% | -19.7% |
| 3M | +31.1% | -16.6% | +47.7% | +43.0% |
| 6M | +60.3% | -8.6% | +68.9% | +63.7% |
| YTD | +142.5% | -8.4% | +150.9% | +143.9% |
| 1Y | +104.6% | -5.1% | +109.7% | +100.8% |
| 3Y | +191.7% | -21.9% | +213.6% | +212.3% |
| 5Y | +549.2% | -31.3% | +580.5% | +623.8% |
| 10Y | +1,106.2% | +3.6% | +1,102.6% | +884.1% |
| All | +1,106.2% | +6.7% | +1,099.5% | +884.1% |
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