+570.1%
BE vs MPWR
+776.7%
-206.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.4% | -10.3% | -6.1% | -9.5% |
| 7D | -24.6% | -5.6% | -19.0% | -21.1% |
| 30D | -43.4% | -23.2% | -20.1% | -31.4% |
| 3M | -28.5% | -15.8% | -12.7% | -18.9% |
| 6M | -43.3% | -28.5% | -14.7% | -27.2% |
| YTD | +92.8% | +25.5% | +67.3% | +74.8% |
| 1Y | +18.5% | +13.9% | +4.6% | +15.4% |
| 3Y | +1,451.1% | +134.6% | +1,316.5% | +714.2% |
| 5Y | +423.5% | +114.8% | +308.7% | +169.0% |
| All | +570.1% | +776.7% | -206.6% | +32.5% |
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 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