+31.1%
BA vs MPWR
+1,477.9%
-1,446.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -10.3% | +7.7% | +0.7% |
| 7D | -0.1% | -5.6% | +5.5% | +1.4% |
| 30D | -9.1% | -23.2% | +14.1% | -2.0% |
| 3M | -28.2% | -15.8% | -12.4% | -25.3% |
| 6M | -23.1% | -28.5% | +5.4% | -17.5% |
| YTD | -20.6% | +25.5% | -46.0% | -30.7% |
| 1Y | -12.7% | +13.9% | -26.6% | -21.4% |
| 3Y | -11.6% | +134.6% | -146.1% | -45.2% |
| 5Y | -23.1% | +114.8% | -138.0% | -55.0% |
| All | +31.1% | +1,477.9% | -1,446.8% | -66.4% |
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