+178.4%
MS vs MPWR
+161.4%
+16.9%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -5.1% | +9.3% | +5.3% |
| 7D | +2.6% | +4.1% | -1.5% | +1.6% |
| 30D | +2.6% | -14.8% | +17.4% | +5.8% |
| 3M | -10.1% | -5.4% | -4.7% | -9.7% |
| 6M | +4.4% | -19.6% | +24.0% | +7.3% |
| YTD | +11.7% | +39.8% | -28.1% | +0.6% |
| 1Y | +20.9% | +32.5% | -11.6% | +10.1% |
| All | +178.4% | +161.4% | +16.9% | +86.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling