+1.8%
CRM vs MPWR
+182.2%
-180.4%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.2% | +1.5% | -0.6% |
| 7D | -3.9% | +2.2% | -6.1% | -4.1% |
| 30D | -6.8% | -2.1% | -4.8% | -6.8% |
| 3M | +8.3% | -1.6% | +9.8% | +8.0% |
| 6M | +17.9% | -14.9% | +32.9% | +18.6% |
| YTD | -18.9% | +50.5% | -69.4% | -27.2% |
| 1Y | -10.9% | +40.0% | -50.9% | -19.0% |
| 3Y | +1.8% | +175.0% | -173.1% | -23.5% |
| All | +1.8% | +182.2% | -180.4% | -23.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling