+34.6%
EEM vs MPWR
+182.1%
-147.6%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +8.9% | -6.5% | +0.5% |
| 7D | +0.7% | +17.3% | -16.6% | -3.1% |
| 30D | -6.2% | +12.1% | -18.3% | -9.1% |
| 3M | -5.2% | +5.6% | -10.8% | -7.1% |
| 6M | -8.1% | -10.7% | +2.6% | -7.3% |
| YTD | +14.0% | +64.0% | -50.0% | +1.4% |
| 1Y | +13.8% | +55.9% | -42.1% | +2.1% |
| 3Y | +73.7% | +199.5% | -125.7% | +29.2% |
| 5Y | +34.6% | +176.6% | -142.0% | -5.6% |
| All | +34.6% | +182.1% | -147.6% | -5.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling