+436.6%
GE vs MPWR
+153.3%
+283.3%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.3% | +0.9% |
| 7D | -1.6% | -2.6% | +1.0% | -1.0% |
| 30D | -11.6% | -9.0% | -2.5% | -9.7% |
| 3M | +3.0% | -25.8% | +28.8% | +9.0% |
| 6M | -0.5% | +11.8% | -12.3% | -5.4% |
| YTD | +9.7% | +35.5% | -25.8% | -0.7% |
| 1Y | +20.0% | +45.3% | -25.3% | +6.3% |
| 3Y | +275.8% | +138.5% | +137.4% | +175.6% |
| All | +436.6% | +153.3% | +283.3% | +256.4% |
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 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