+643.2%
ABBV vs MPWR
+1,560.2%
-917.0%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +5.2% | -4.2% | +0.5% |
| 7D | -1.2% | -1.7% | +0.5% | -1.2% |
| 30D | +8.0% | -16.5% | +24.5% | +9.7% |
| 3M | +20.2% | -12.3% | +32.5% | +21.1% |
| 6M | +44.0% | -27.7% | +71.7% | +47.0% |
| YTD | +31.3% | +32.0% | -0.7% | +23.6% |
| 1Y | +37.0% | +25.1% | +11.9% | +29.7% |
| 3Y | +128.0% | +146.5% | -18.5% | +86.9% |
| 5Y | +196.9% | +126.0% | +70.9% | +134.8% |
| All | +643.2% | +1,560.2% | -917.0% | +215.8% |
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