+70.3%
SLB vs MPWR
+157.3%
-87.0%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.2% | +1.2% | -0.6% |
| 7D | -4.3% | +2.2% | -6.5% | -4.9% |
| 30D | +1.9% | -2.1% | +4.0% | +1.8% |
| 3M | -5.7% | -1.6% | -4.2% | -6.1% |
| 6M | -5.3% | -14.9% | +9.6% | -4.4% |
| YTD | +32.2% | +50.5% | -18.4% | +20.8% |
| 1Y | +38.5% | +40.0% | -1.5% | +28.0% |
| 3Y | +1.1% | +175.0% | -173.8% | -19.5% |
| 5Y | +70.3% | +162.0% | -91.7% | +32.7% |
| All | +70.3% | +157.3% | -87.0% | +32.7% |
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