+701.6%
BE vs MPWR
+877.2%
-175.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -5.1% | -1.3% | -3.0% |
| 7D | -12.1% | +4.1% | -16.3% | -14.4% |
| 30D | -30.1% | -14.8% | -15.3% | -21.6% |
| 3M | -12.1% | -5.4% | -6.7% | -8.4% |
| 6M | -30.6% | -19.6% | -11.0% | -18.3% |
| YTD | +130.6% | +39.8% | +90.8% | +93.1% |
| 1Y | +55.3% | +32.5% | +22.8% | +36.2% |
| 3Y | +1,755.6% | +161.4% | +1,594.1% | +799.6% |
| 5Y | +564.5% | +144.5% | +420.0% | +210.9% |
| All | +701.6% | +877.2% | -175.6% | +46.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling