+603.7%
ABBV vs MPWR
+1,847.3%
-1,243.6%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +16.6% | -15.9% | -1.0% |
| 7D | +1.5% | +11.6% | -10.0% | +0.2% |
| 30D | +6.7% | +0.1% | +6.6% | +6.3% |
| 3M | +19.9% | -0.8% | +20.8% | +19.3% |
| 6M | +47.5% | -13.0% | +60.5% | +47.5% |
| YTD | +32.2% | +53.9% | -21.7% | +22.5% |
| 1Y | +37.8% | +45.8% | -8.0% | +28.4% |
| 3Y | +134.8% | +194.3% | -59.5% | +88.7% |
| 5Y | +203.0% | +160.1% | +42.9% | +136.7% |
| 10Y | +603.7% | +1,786.5% | -1,182.8% | +200.9% |
| All | +603.7% | +1,847.3% | -1,243.6% | +200.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MPWR.
Daily Out/Under-Performance
Portfolio return minus MPWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPWR 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 MPWR 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