+21.6%
MCD vs MPWR
+153.3%
-131.6%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.8% | -2.4% | -1.5% |
| 7D | -2.8% | -2.6% | -0.2% | -2.8% |
| 30D | -6.0% | -9.0% | +3.0% | -5.8% |
| 3M | -5.6% | -25.8% | +20.3% | -4.8% |
| 6M | -21.9% | +11.8% | -33.6% | -22.6% |
| YTD | -14.7% | +35.5% | -50.2% | -16.3% |
| 1Y | -17.3% | +45.3% | -62.6% | -19.2% |
| 3Y | -2.2% | +138.5% | -140.6% | -9.7% |
| All | +21.6% | +153.3% | -131.6% | +6.2% |
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 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