+73.5%
BA vs MPWR
+1,606.4%
-1,533.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.6% |
| 7D | +1.2% | -2.6% | +3.7% | +2.0% |
| 30D | -11.6% | -9.0% | -2.6% | -9.1% |
| 3M | -2.4% | -25.8% | +23.5% | +5.5% |
| 6M | -6.6% | +11.8% | -18.4% | -13.2% |
| YTD | -2.2% | +35.5% | -37.7% | -15.6% |
| 1Y | -8.0% | +45.3% | -53.3% | -23.3% |
| 3Y | -5.0% | +138.5% | -143.4% | -40.7% |
| 5Y | -2.7% | +152.8% | -155.5% | -46.0% |
| All | +73.5% | +1,606.4% | -1,533.0% | -59.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling