+251.7%
BAC vs MPWR
+1,847.3%
-1,595.6%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +16.6% | -14.3% | -1.5% |
| 7D | +2.0% | +11.6% | -9.6% | -1.1% |
| 30D | -6.9% | +0.1% | -7.1% | -7.7% |
| 3M | -19.6% | -0.8% | -18.8% | -20.4% |
| 6M | -0.5% | -13.0% | +12.6% | -0.2% |
| YTD | -6.6% | +53.9% | -60.5% | -19.9% |
| 1Y | -3.0% | +45.8% | -48.8% | -15.7% |
| 3Y | +97.3% | +194.3% | -96.9% | +27.9% |
| 5Y | +21.9% | +160.1% | -138.3% | -24.4% |
| 10Y | +251.7% | +1,786.5% | -1,534.8% | -9.6% |
| All | +251.7% | +1,847.3% | -1,595.6% | -9.6% |
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