-9.3%
MCD vs MPWR
+47.3%
-56.6%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.9% | +3.3% | -0.8% |
| 7D | -1.6% | +16.8% | -18.5% | -0.9% |
| 30D | +14.1% | +11.9% | +2.3% | +14.7% |
| 3M | +0.6% | +2.2% | -1.6% | +0.9% |
| 6M | 0.0% | -15.5% | +15.5% | +0.1% |
| YTD | -9.3% | +54.2% | -63.5% | -8.4% |
| 1Y | -9.3% | +51.5% | -60.8% | -8.5% |
| All | -9.3% | +47.3% | -56.6% | -8.5% |
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 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