+31.8%
BA vs MPWR
+1,560.2%
-1,528.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +5.2% | -4.7% | -1.1% |
| 7D | +1.1% | -1.7% | +2.8% | +1.2% |
| 30D | -7.9% | -16.5% | +8.6% | -3.3% |
| 3M | -25.3% | -12.3% | -13.0% | -23.3% |
| 6M | -24.6% | -27.7% | +3.2% | -19.4% |
| YTD | -20.1% | +32.0% | -52.1% | -31.4% |
| 1Y | -11.8% | +25.1% | -36.8% | -23.0% |
| 3Y | -10.1% | +146.5% | -156.6% | -45.2% |
| 5Y | -22.7% | +126.0% | -148.8% | -55.5% |
| All | +31.8% | +1,560.2% | -1,528.4% | -66.7% |
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 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