+111.1%
AXP vs MPWR
+138.8%
-27.8%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -2.0% | -1.3% |
| 7D | -2.1% | -2.6% | +0.5% | -1.7% |
| 30D | -6.5% | -9.0% | +2.5% | -5.1% |
| 3M | +4.6% | -25.8% | +30.5% | +9.5% |
| 6M | +5.4% | +11.8% | -6.3% | -0.1% |
| YTD | -11.1% | +35.5% | -46.6% | -19.6% |
| 1Y | -0.3% | +45.3% | -45.6% | -12.0% |
| All | +111.1% | +138.8% | -27.8% | +51.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling