+95.6%
AXP vs MPWR
+117.3%
-21.8%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -10.3% | +8.0% | -0.1% |
| 7D | +0.4% | -5.6% | +6.0% | +1.4% |
| 30D | +7.0% | -23.2% | +30.3% | +12.7% |
| 3M | -6.6% | -15.8% | +9.2% | -4.1% |
| 6M | +3.5% | -28.5% | +32.0% | +8.4% |
| YTD | -11.2% | +25.5% | -36.6% | -19.9% |
| 1Y | -10.2% | +13.9% | -24.0% | -17.1% |
| 3Y | +120.0% | +134.6% | -14.5% | +55.4% |
| 5Y | +95.6% | +114.8% | -19.3% | +29.6% |
| All | +95.6% | +117.3% | -21.8% | +29.6% |
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