+81.1%
F vs MPWR
+1,477.9%
-1,396.8%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -10.3% | +9.2% | +1.8% |
| 7D | +1.4% | -5.6% | +7.0% | +2.6% |
| 30D | +2.0% | -23.2% | +25.3% | +9.1% |
| 3M | -10.4% | -15.8% | +5.4% | -7.2% |
| 6M | +9.7% | -28.5% | +38.3% | +17.1% |
| YTD | -1.2% | +25.5% | -26.6% | -11.8% |
| 1Y | 0.0% | +13.9% | -13.9% | -8.3% |
| 3Y | +41.1% | +134.6% | -93.5% | -8.2% |
| 5Y | -11.4% | +114.8% | -126.3% | -44.6% |
| All | +81.1% | +1,477.9% | -1,396.8% | -39.6% |
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 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