+387.2%
BE vs MPWR
+124.2%
+263.0%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +5.2% | -1.8% | 0.0% |
| 7D | -14.7% | -1.7% | -13.0% | -13.1% |
| 30D | -40.5% | -16.5% | -24.0% | -32.1% |
| 3M | -24.3% | -12.3% | -12.1% | -16.6% |
| 6M | -39.3% | -27.7% | -11.6% | -23.3% |
| YTD | +99.4% | +32.0% | +67.4% | +77.0% |
| 1Y | +26.6% | +25.1% | +1.5% | +17.3% |
| 3Y | +1,616.9% | +146.5% | +1,470.5% | +813.3% |
| All | +387.2% | +124.2% | +263.0% | +135.4% |
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