+30.1%
BMY vs MPWR
+157.3%
-127.2%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.2% | +3.3% | +1.0% |
| 7D | +1.8% | +2.2% | -0.4% | +1.8% |
| 30D | +6.2% | -2.1% | +8.3% | +6.3% |
| 3M | -2.1% | -1.6% | -0.6% | -2.1% |
| 6M | +14.3% | -14.9% | +29.2% | +14.4% |
| YTD | +21.6% | +50.5% | -28.9% | +21.8% |
| 1Y | +38.8% | +40.0% | -1.2% | +38.9% |
| 3Y | +42.9% | +175.0% | -132.0% | +41.8% |
| 5Y | +30.1% | +162.0% | -131.9% | +23.3% |
| All | +30.1% | +157.3% | -127.2% | +23.3% |
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