+737.9%
BE vs MPWR
+1,045.8%
-307.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | +8.9% | +4.1% | +6.9% |
| 7D | +4.5% | +17.3% | -12.7% | -5.4% |
| 30D | -20.1% | +12.1% | -32.2% | -25.0% |
| 3M | -0.8% | +5.6% | -6.4% | -3.2% |
| 6M | -26.2% | -10.7% | -15.5% | -18.7% |
| YTD | +141.1% | +64.0% | +77.1% | +82.6% |
| 1Y | +64.8% | +55.9% | +8.9% | +30.3% |
| 3Y | +1,887.4% | +199.5% | +1,687.9% | +789.6% |
| 5Y | +518.1% | +176.6% | +341.5% | +168.2% |
| All | +737.9% | +1,045.8% | -307.9% | +38.5% |
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