+6.8%
DIS vs MPWR
+18.5%
-11.7%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -10.3% | +8.8% | -1.5% |
| 7D | +5.7% | -5.6% | +11.3% | +5.6% |
| 30D | +12.7% | -23.2% | +35.9% | +12.7% |
| 3M | +15.2% | -15.8% | +31.0% | +15.2% |
| 6M | +17.6% | -28.5% | +46.1% | +18.5% |
| YTD | +3.8% | +25.5% | -21.6% | -3.5% |
| 1Y | +6.8% | +13.9% | -7.1% | +1.4% |
| All | +6.8% | +18.5% | -11.7% | +1.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling