+35.8%
PFE vs MPWR
+1,606.4%
-1,570.6%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.1% | -1.3% |
| 7D | +1.8% | -2.6% | +4.3% | +2.0% |
| 30D | +10.2% | -9.0% | +19.3% | +11.1% |
| 3M | +12.7% | -25.8% | +38.5% | +15.2% |
| 6M | +10.5% | +11.8% | -1.2% | +7.9% |
| YTD | +20.2% | +35.5% | -15.4% | +14.7% |
| 1Y | +24.1% | +45.3% | -21.3% | +17.2% |
| 3Y | -3.6% | +138.5% | -142.0% | -17.4% |
| 5Y | -20.9% | +152.8% | -173.6% | -35.5% |
| All | +35.8% | +1,606.4% | -1,570.6% | -30.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling