-0.9%
BA vs MPWR
+153.3%
-154.2%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.6% |
| 7D | +1.2% | -2.6% | +3.7% | +1.8% |
| 30D | -11.6% | -9.0% | -2.6% | -9.6% |
| 3M | -2.4% | -25.8% | +23.5% | +3.9% |
| 6M | -6.6% | +11.8% | -18.4% | -11.9% |
| YTD | -2.2% | +35.5% | -37.7% | -13.2% |
| 1Y | -8.0% | +45.3% | -53.3% | -20.5% |
| 3Y | -5.0% | +138.5% | -143.4% | -34.9% |
| All | -0.9% | +153.3% | -154.2% | -39.8% |
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