+2,006.3%
LLY vs MPWR
+1,847.3%
+159.1%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +16.6% | -12.3% | +2.2% |
| 7D | +0.1% | +11.6% | -11.5% | -1.5% |
| 30D | +19.7% | +0.1% | +19.6% | +19.2% |
| 3M | +19.3% | -0.8% | +20.1% | +18.5% |
| 6M | +49.3% | -13.0% | +62.4% | +49.6% |
| YTD | +32.0% | +53.9% | -21.9% | +21.1% |
| 1Y | +53.7% | +45.8% | +7.9% | +41.9% |
| 3Y | +143.7% | +194.3% | -50.5% | +94.4% |
| 5Y | +463.9% | +160.1% | +303.7% | +337.8% |
| 10Y | +2,006.3% | +1,786.5% | +219.8% | +906.2% |
| All | +2,006.3% | +1,847.3% | +159.1% | +906.2% |
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