+223.5%
C vs MPWR
+1,560.2%
-1,336.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +5.2% | -4.7% | -0.9% |
| 7D | -2.4% | -1.7% | -0.6% | -2.2% |
| 30D | -6.0% | -16.5% | +10.5% | -1.8% |
| 3M | -10.5% | -12.3% | +1.7% | -8.3% |
| 6M | -5.7% | -27.7% | +22.0% | +0.2% |
| YTD | +4.1% | +32.0% | -27.9% | -8.2% |
| 1Y | +20.5% | +25.1% | -4.6% | +7.8% |
| 3Y | +208.1% | +146.5% | +61.6% | +103.1% |
| 5Y | +110.4% | +126.0% | -15.6% | +30.9% |
| All | +223.5% | +1,560.2% | -1,336.7% | -14.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling