+14.5%
PG vs MPWR
+155.0%
-140.6%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.1% | -0.6% |
| 7D | -0.4% | -0.6% | +0.2% | -0.4% |
| 30D | -0.1% | -13.1% | +12.9% | -0.1% |
| 3M | +1.1% | -21.7% | +22.8% | +1.2% |
| 6M | -3.8% | +19.5% | -23.3% | -4.3% |
| YTD | +3.8% | +34.9% | -31.1% | +3.1% |
| 1Y | -5.8% | +42.0% | -47.7% | -6.6% |
| 3Y | +3.0% | +148.8% | -145.8% | -1.4% |
| 5Y | +14.5% | +156.8% | -142.3% | +4.9% |
| All | +14.5% | +155.0% | -140.6% | +4.9% |
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