-16.9%
BA vs MPWR
+141.1%
-158.0%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -5.1% | +7.2% | +3.4% |
| 7D | +5.9% | +4.1% | +1.8% | +4.7% |
| 30D | -8.2% | -14.8% | +6.6% | -4.8% |
| 3M | -25.4% | -5.4% | -20.0% | -25.1% |
| 6M | -20.0% | -19.6% | -0.4% | -17.6% |
| YTD | -18.5% | +39.8% | -58.3% | -28.8% |
| 1Y | -10.6% | +32.5% | -43.2% | -20.9% |
| 3Y | -9.3% | +161.4% | -170.7% | -40.1% |
| 5Y | -16.9% | +144.5% | -161.4% | -51.0% |
| All | -16.9% | +141.1% | -158.0% | -51.0% |
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