+641.7%
BE vs MPWR
+952.0%
-310.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.2% | -2.2% | -2.9% |
| 7D | -13.4% | +2.2% | -15.6% | -14.2% |
| 30D | -33.9% | -2.1% | -31.8% | -32.1% |
| 3M | -12.0% | -1.6% | -10.4% | -10.2% |
| 6M | -29.0% | -14.9% | -14.0% | -19.2% |
| YTD | +113.4% | +50.5% | +62.9% | +70.8% |
| 1Y | +33.2% | +40.0% | -6.8% | +12.8% |
| 3Y | +1,659.2% | +175.0% | +1,484.3% | +731.9% |
| 5Y | +461.4% | +162.0% | +299.4% | +151.8% |
| All | +641.7% | +952.0% | -310.3% | +29.5% |
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