+66.2%
MSFT vs MPWR
+117.3%
-51.2%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -10.3% | +6.7% | -1.4% |
| 7D | +1.1% | -5.6% | +6.7% | +2.1% |
| 30D | +1.3% | -23.2% | +24.5% | +6.7% |
| 3M | +10.2% | -15.8% | +25.9% | +13.2% |
| 6M | +30.8% | -28.5% | +59.3% | +37.0% |
| YTD | +11.5% | +25.5% | -13.9% | -0.4% |
| 1Y | +6.5% | +13.9% | -7.3% | -2.5% |
| 3Y | +55.5% | +134.6% | -79.1% | +4.5% |
| 5Y | +66.2% | +114.8% | -48.7% | +5.1% |
| All | +66.2% | +117.3% | -51.2% | +5.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling