+213.4%
MCD vs MPWR
+1,477.9%
-1,264.5%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -10.3% | +9.5% | +0.2% |
| 7D | +8.0% | -5.6% | +13.6% | +8.5% |
| 30D | +19.6% | -23.2% | +42.8% | +22.4% |
| 3M | +2.2% | -15.8% | +18.0% | +3.4% |
| 6M | -1.1% | -28.5% | +27.4% | +1.0% |
| YTD | -7.2% | +25.5% | -32.7% | -11.7% |
| 1Y | -6.7% | +13.9% | -20.6% | -10.3% |
| 3Y | +11.6% | +134.6% | -123.0% | -8.2% |
| 5Y | +22.6% | +114.8% | -92.2% | -2.6% |
| All | +213.4% | +1,477.9% | -1,264.5% | +55.7% |
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