+117.4%
PM vs MPWR
+153.3%
-35.9%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.8% | -2.8% | -2.0% |
| 7D | -4.9% | -2.6% | -2.3% | -4.9% |
| 30D | -3.4% | -9.0% | +5.7% | -3.4% |
| 3M | +5.2% | -25.8% | +31.0% | +5.3% |
| 6M | +3.7% | +11.8% | -8.0% | +3.3% |
| YTD | +15.8% | +35.5% | -19.7% | +15.1% |
| 1Y | +17.4% | +45.3% | -27.9% | +16.4% |
| 3Y | +116.9% | +138.5% | -21.5% | +106.7% |
| All | +117.4% | +153.3% | -35.9% | +95.2% |
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