+199.8%
ABBV vs MPWR
+124.2%
+75.6%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +5.2% | -4.2% | +1.0% |
| 7D | -1.2% | -1.7% | +0.5% | -1.2% |
| 30D | +8.0% | -16.5% | +24.5% | +8.3% |
| 3M | +20.2% | -12.3% | +32.5% | +20.3% |
| 6M | +44.0% | -27.7% | +71.7% | +44.8% |
| YTD | +31.3% | +32.0% | -0.7% | +28.7% |
| 1Y | +37.0% | +25.1% | +11.9% | +34.5% |
| 3Y | +128.0% | +146.5% | -18.5% | +115.9% |
| All | +199.8% | +124.2% | +75.6% | +174.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling