-6.7%
AXP vs MPWR
+31.4%
-38.1%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -5.1% | +7.2% | +2.4% |
| 7D | +4.6% | +4.1% | +0.5% | +4.3% |
| 30D | +9.7% | -14.8% | +24.5% | +10.6% |
| 3M | -3.8% | -5.4% | +1.6% | -3.7% |
| 6M | +4.8% | -19.6% | +24.4% | +5.4% |
| YTD | -9.1% | +39.8% | -48.9% | -20.5% |
| 1Y | -6.7% | +32.5% | -39.2% | -17.2% |
| All | -6.7% | +31.4% | -38.1% | -17.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling