+92.3%
MA vs MPWR
+124.2%
-31.9%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +5.2% | -5.7% | -1.2% |
| 7D | +2.3% | -1.7% | +4.1% | +2.4% |
| 30D | +14.7% | -16.5% | +31.2% | +17.1% |
| 3M | +13.5% | -12.3% | +25.8% | +14.7% |
| 6M | +33.1% | -27.7% | +60.9% | +36.9% |
| YTD | +15.1% | +32.0% | -16.9% | +5.2% |
| 1Y | +18.7% | +25.1% | -6.4% | +9.5% |
| 3Y | +72.1% | +146.5% | -74.4% | +26.5% |
| All | +92.3% | +124.2% | -31.9% | +27.6% |
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