+372.0%
LLY vs MPWR
+153.3%
+218.8%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.7% | -1.0% |
| 7D | -2.1% | -2.6% | +0.4% | -1.9% |
| 30D | -1.6% | -9.0% | +7.4% | -1.0% |
| 3M | +2.3% | -25.8% | +28.1% | +4.4% |
| 6M | +14.9% | +11.8% | +3.1% | +12.3% |
| YTD | +7.5% | +35.5% | -28.0% | +2.8% |
| 1Y | +55.7% | +45.3% | +10.4% | +47.4% |
| 3Y | +110.6% | +138.5% | -27.8% | +87.4% |
| All | +372.0% | +153.3% | +218.8% | +294.5% |
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