+272.5%
PM vs MPWR
+1,791.1%
-1,518.6%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.9% | +5.1% | +1.4% |
| 7D | +0.5% | +16.8% | -16.3% | -0.7% |
| 30D | -3.2% | +11.9% | -15.1% | -4.2% |
| 3M | +6.2% | +2.2% | +4.0% | +5.6% |
| 6M | +7.7% | -15.5% | +23.2% | +8.0% |
| YTD | +27.3% | +54.2% | -26.9% | +20.5% |
| 1Y | +32.8% | +51.5% | -18.7% | +25.8% |
| 3Y | +150.0% | +180.2% | -30.2% | +109.1% |
| 5Y | +164.2% | +156.8% | +7.5% | +114.6% |
| All | +272.5% | +1,791.1% | -1,518.6% | +90.1% |
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 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