+153.3%
MO vs MPWR
+1,868.4%
-1,715.1%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.1% | +2.8% | +0.7% |
| 7D | +0.4% | +27.9% | -27.5% | -0.3% |
| 30D | +8.9% | +9.7% | -0.8% | +8.5% |
| 3M | +23.0% | +1.7% | +21.2% | +22.7% |
| 6M | +15.0% | -9.2% | +24.2% | +15.0% |
| YTD | +41.7% | +60.5% | -18.8% | +37.3% |
| 1Y | +43.3% | +52.0% | -8.7% | +39.2% |
| 3Y | +143.2% | +193.1% | -50.0% | +116.3% |
| 5Y | +154.7% | +167.3% | -12.6% | +122.1% |
| All | +153.3% | +1,868.4% | -1,715.1% | +46.6% |
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 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