+1,759.3%
MO vs MPWR
+15,734.2%
-13,974.8%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.7% | -0.9% |
| 7D | +0.3% | -2.6% | +2.9% | +0.5% |
| 30D | +0.6% | -9.0% | +9.7% | +1.2% |
| 3M | -1.0% | -25.8% | +24.9% | +0.6% |
| 6M | +4.3% | +11.8% | -7.4% | +2.4% |
| YTD | +23.3% | +35.5% | -12.2% | +19.0% |
| 1Y | +10.5% | +45.3% | -34.9% | +5.7% |
| 3Y | +96.3% | +138.5% | -42.2% | +73.3% |
| 5Y | +98.9% | +152.8% | -53.9% | +69.1% |
| 10Y | +103.6% | +1,616.6% | -1,513.0% | +36.0% |
| All | +1,759.3% | +15,734.2% | -13,974.8% | +923.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling