+117.0%
AXP vs MPWR
+153.3%
-36.3%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -2.0% | -1.3% |
| 7D | -2.1% | -2.6% | +0.5% | -1.6% |
| 30D | -6.5% | -9.0% | +2.5% | -4.8% |
| 3M | +4.6% | -25.8% | +30.5% | +10.3% |
| 6M | +5.4% | +11.8% | -6.3% | -0.4% |
| YTD | -11.1% | +35.5% | -46.6% | -20.3% |
| 1Y | -0.3% | +45.3% | -45.6% | -12.9% |
| 3Y | +111.6% | +138.5% | -26.9% | +50.9% |
| All | +117.0% | +153.3% | -36.3% | +41.7% |
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