+1,126.7%
ORCL vs MPWR
+16,239.8%
-15,113.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -5.1% | +3.1% | -0.7% |
| 7D | -14.4% | +4.1% | -18.5% | -15.3% |
| 30D | -12.8% | -14.8% | +1.9% | -9.3% |
| 3M | -14.8% | -5.4% | -9.4% | -13.9% |
| 6M | -30.9% | -19.6% | -11.3% | -28.1% |
| YTD | -35.7% | +39.8% | -75.5% | -42.6% |
| 1Y | -49.5% | +32.5% | -82.0% | -54.3% |
| 3Y | +18.6% | +161.4% | -142.8% | -14.0% |
| 5Y | +38.4% | +144.5% | -106.0% | -3.5% |
| 10Y | +275.2% | +1,682.6% | -1,407.3% | +50.8% |
| All | +1,126.7% | +16,239.8% | -15,113.1% | +206.7% |
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