+455.5%
AXP vs MPWR
+1,477.9%
-1,022.4%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -10.3% | +8.0% | +0.4% |
| 7D | +0.4% | -5.6% | +6.0% | +1.6% |
| 30D | +7.0% | -23.2% | +30.3% | +14.1% |
| 3M | -6.6% | -15.8% | +9.2% | -3.5% |
| 6M | +3.5% | -28.5% | +32.0% | +9.5% |
| YTD | -11.2% | +25.5% | -36.6% | -21.4% |
| 1Y | -10.2% | +13.9% | -24.0% | -18.3% |
| 3Y | +120.0% | +134.6% | -14.5% | +45.6% |
| 5Y | +95.6% | +114.8% | -19.3% | +23.2% |
| All | +455.5% | +1,477.9% | -1,022.4% | +52.3% |
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