+21.9%
DIS vs MPWR
+1,606.4%
-1,584.6%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.8% | -2.6% | -1.9% |
| 7D | -2.6% | -2.6% | 0.0% | -2.0% |
| 30D | +3.5% | -9.0% | +12.5% | +5.5% |
| 3M | +6.8% | -25.8% | +32.7% | +12.6% |
| 6M | +3.0% | +11.8% | -8.8% | -2.7% |
| YTD | -6.7% | +35.5% | -42.2% | -16.6% |
| 1Y | -10.1% | +45.3% | -55.4% | -21.7% |
| 3Y | +33.0% | +138.5% | -105.4% | -6.5% |
| 5Y | -40.0% | +152.8% | -192.8% | -61.1% |
| All | +21.9% | +1,606.4% | -1,584.6% | -58.2% |
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