+162.0%
MPWR vs PWR
+400.1%
-238.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.4% | -0.8% | -1.1% |
| 7D | +2.2% | -11.2% | +13.4% | +11.8% |
| 30D | -2.1% | -17.4% | +15.3% | +13.0% |
| 3M | -1.6% | -11.7% | +10.2% | +7.6% |
| 6M | -14.9% | -21.7% | +6.8% | +1.6% |
| YTD | +50.5% | +38.3% | +12.3% | +12.1% |
| 1Y | +40.0% | +29.6% | +10.4% | +9.4% |
| 3Y | +175.0% | +236.1% | -61.2% | -3.7% |
| 5Y | +162.0% | +406.3% | -244.4% | -38.7% |
| All | +162.0% | +400.1% | -238.2% | -38.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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