+1,076.1%
BE vs MPWR
+153.3%
+922.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.8% | +6.5% | +6.8% |
| 7D | +20.0% | -2.6% | +22.6% | +21.8% |
| 30D | +7.9% | -9.0% | +16.9% | +14.5% |
| 3M | -13.2% | -25.8% | +12.6% | +6.2% |
| 6M | +53.5% | +11.8% | +41.7% | +47.1% |
| YTD | +191.0% | +35.5% | +155.5% | +149.8% |
| 1Y | +360.5% | +45.3% | +315.2% | +286.2% |
| 3Y | +1,568.0% | +138.5% | +1,429.6% | +779.3% |
| All | +1,076.1% | +153.3% | +922.9% | +420.8% |
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