-11.2%
AXP vs MPWR
+20.4%
-31.7%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +5.2% | -6.4% | -1.5% |
| 7D | +0.6% | -1.7% | +2.3% | +0.6% |
| 30D | +5.8% | -16.5% | +22.3% | +6.7% |
| 3M | -6.0% | -12.3% | +6.3% | -5.6% |
| 6M | +0.3% | -27.7% | +28.0% | +2.1% |
| YTD | -12.3% | +32.0% | -44.3% | -23.5% |
| 1Y | -11.2% | +25.1% | -36.3% | -21.4% |
| All | -11.2% | +20.4% | -31.7% | -21.4% |
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