+2,901.0%
DELL vs MPWR
+1,660.7%
+1,240.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +5.2% | -1.5% | +1.5% |
| 7D | -22.6% | -1.7% | -20.8% | -21.7% |
| 30D | -43.2% | -16.5% | -26.7% | -38.4% |
| 3M | -24.8% | -12.3% | -12.6% | -20.5% |
| 6M | +38.0% | -27.7% | +65.7% | +54.8% |
| YTD | +163.7% | +32.0% | +131.7% | +127.6% |
| 1Y | +122.5% | +25.1% | +97.5% | +96.5% |
| 3Y | +377.0% | +146.5% | +230.5% | +204.2% |
| 5Y | +542.6% | +126.0% | +416.5% | +290.5% |
| 10Y | +2,554.1% | +1,582.7% | +971.4% | +563.4% |
| All | +2,901.0% | +1,660.7% | +1,240.3% | +661.7% |
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