+130.8%
SLB vs MPWR
+153.3%
-22.5%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.7% | 0.0% |
| 7D | +0.8% | -2.6% | +3.4% | +1.3% |
| 30D | +15.8% | -9.0% | +24.9% | +17.5% |
| 3M | -0.3% | -25.8% | +25.5% | +3.8% |
| 6M | +21.3% | +11.8% | +9.6% | +17.4% |
| YTD | +52.3% | +35.5% | +16.8% | +42.4% |
| 1Y | +63.6% | +45.3% | +18.3% | +50.6% |
| 3Y | +3.8% | +138.5% | -134.7% | -15.3% |
| All | +130.8% | +153.3% | -22.5% | +84.6% |
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