-18.7%
IBM vs MPWR
+53.9%
-72.6%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +8.9% | -7.4% | +2.4% |
| 7D | -1.7% | +17.3% | -19.0% | -0.1% |
| 30D | +10.1% | +12.1% | -2.0% | +11.4% |
| 3M | +4.8% | +5.6% | -0.8% | +5.4% |
| 6M | +12.6% | -10.7% | +23.3% | +14.8% |
| YTD | -13.9% | +64.0% | -77.9% | -20.8% |
| 1Y | -18.7% | +55.9% | -74.6% | -24.4% |
| All | -18.7% | +53.9% | -72.6% | -24.4% |
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