+41.9%
MO vs MPWR
+20.4%
+21.5%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +5.2% | -7.1% | -1.2% |
| 7D | -2.4% | -1.7% | -0.7% | -2.5% |
| 30D | +9.7% | -16.5% | +26.2% | +7.5% |
| 3M | +14.1% | -12.3% | +26.4% | +13.0% |
| 6M | +11.9% | -27.7% | +39.6% | +10.4% |
| YTD | +38.4% | +32.0% | +6.4% | +43.5% |
| 1Y | +41.9% | +25.1% | +16.8% | +46.9% |
| All | +41.9% | +20.4% | +21.5% | +46.9% |
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