+14.3%
PFE vs MPWR
+146.8%
-132.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +5.2% | -6.9% | -1.7% |
| 7D | -3.7% | -1.7% | -2.0% | -3.7% |
| 30D | +5.0% | -16.5% | +21.5% | +5.3% |
| 3M | +12.2% | -12.3% | +24.5% | +12.3% |
| 6M | +14.6% | -27.7% | +42.3% | +15.3% |
| YTD | +24.1% | +32.0% | -7.9% | +21.4% |
| 1Y | +26.6% | +25.1% | +1.5% | +24.0% |
| 3Y | +14.3% | +146.5% | -132.2% | +6.0% |
| All | +14.3% | +146.8% | -132.5% | +6.0% |
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