-54.5%
C vs MPWR
+16,239.8%
-16,294.4%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -5.1% | +6.7% | +3.4% |
| 7D | +1.1% | +4.1% | -3.1% | -0.5% |
| 30D | -2.4% | -14.8% | +12.4% | +2.3% |
| 3M | -8.4% | -5.4% | -3.0% | -7.9% |
| 6M | +0.3% | -19.6% | +19.9% | +4.0% |
| YTD | +9.1% | +39.8% | -30.7% | -8.0% |
| 1Y | +26.0% | +32.5% | -6.5% | +8.1% |
| 3Y | +221.2% | +161.4% | +59.7% | +92.7% |
| 5Y | +120.4% | +144.5% | -24.0% | +22.0% |
| 10Y | +250.6% | +1,682.6% | -1,432.0% | -21.3% |
| All | -54.5% | +16,239.8% | -16,294.4% | -95.3% |
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 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