+121.7%
MPC vs WY
-9.3%
+131.0%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.9% | +0.4% |
| 7D | +3.2% | -1.7% | +4.9% | +3.0% |
| 30D | +25.0% | -9.9% | +34.9% | +23.6% |
| 3M | +55.2% | -7.5% | +62.7% | +54.1% |
| 6M | +86.4% | -5.1% | +91.5% | +85.3% |
| YTD | +148.5% | -2.1% | +150.6% | +146.4% |
| 1Y | +121.7% | -7.3% | +129.0% | +123.2% |
| All | +121.7% | -9.3% | +131.0% | +123.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling