+3,101.0%
MPC vs WY
+92.8%
+3,008.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | -0.2% |
| 7D | +5.4% | -1.7% | +7.2% | +6.5% |
| 30D | +31.0% | -10.1% | +41.1% | +38.9% |
| 3M | +46.0% | -5.1% | +51.2% | +48.5% |
| 6M | +77.3% | -4.8% | +82.1% | +77.5% |
| YTD | +141.9% | -0.2% | +142.1% | +134.4% |
| 1Y | +120.9% | -6.6% | +127.5% | +121.5% |
| 3Y | +182.7% | -22.7% | +205.4% | +209.3% |
| 5Y | +646.4% | -22.2% | +668.6% | +678.8% |
| 10Y | +1,138.7% | +7.3% | +1,131.4% | +888.2% |
| All | +3,101.0% | +92.8% | +3,008.2% | +1,397.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling