+143.9%
PM vs MPWR
+146.8%
-2.9%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +5.2% | -7.0% | -1.5% |
| 7D | -5.2% | -1.7% | -3.5% | -5.3% |
| 30D | +2.7% | -16.5% | +19.2% | +1.8% |
| 3M | +5.2% | -12.3% | +17.5% | +4.7% |
| 6M | +17.0% | -27.7% | +44.7% | +16.0% |
| YTD | +25.5% | +32.0% | -6.5% | +27.5% |
| 1Y | +35.5% | +25.1% | +10.4% | +37.4% |
| 3Y | +143.9% | +146.5% | -2.6% | +139.9% |
| All | +143.9% | +146.8% | -2.9% | +139.9% |
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 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