+118.6%
GLD vs MPWR
+124.2%
-5.6%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +5.2% | -6.0% | -1.1% |
| 7D | +4.7% | -1.7% | +6.5% | +4.7% |
| 30D | -0.9% | -16.5% | +15.6% | 0.0% |
| 3M | -4.4% | -12.3% | +7.9% | -3.9% |
| 6M | -13.6% | -27.7% | +14.2% | -12.4% |
| YTD | -6.0% | +32.0% | -38.0% | -7.3% |
| 1Y | +1.8% | +25.1% | -23.3% | +0.5% |
| 3Y | +103.2% | +146.5% | -43.3% | +95.4% |
| All | +118.6% | +124.2% | -5.6% | +108.6% |
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