+840.0%
AXP vs MPWR
+16,239.8%
-15,399.8%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -5.1% | +7.2% | +3.6% |
| 7D | +4.6% | +4.1% | +0.5% | +3.2% |
| 30D | +9.7% | -14.8% | +24.5% | +14.2% |
| 3M | -3.8% | -5.4% | +1.6% | -3.5% |
| 6M | +4.8% | -19.6% | +24.4% | +7.7% |
| YTD | -9.1% | +39.8% | -48.9% | -21.7% |
| 1Y | -6.7% | +32.5% | -39.2% | -18.5% |
| 3Y | +125.2% | +161.4% | -36.2% | +47.4% |
| 5Y | +105.0% | +144.5% | -39.5% | +27.6% |
| 10Y | +481.5% | +1,682.6% | -1,201.1% | +80.6% |
| All | +840.0% | +16,239.8% | -15,399.8% | +61.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling