+55.5%
T vs MPWR
+1,560.2%
-1,504.7%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +5.2% | -6.1% | -1.1% |
| 7D | +1.0% | -1.7% | +2.8% | +1.0% |
| 30D | -10.6% | -16.5% | +5.9% | -10.0% |
| 3M | -7.7% | -12.3% | +4.5% | -7.4% |
| 6M | -13.3% | -27.7% | +14.4% | -12.4% |
| YTD | -8.8% | +32.0% | -40.8% | -11.7% |
| 1Y | -8.4% | +25.1% | -33.5% | -11.0% |
| 3Y | +59.6% | +146.5% | -86.9% | +39.0% |
| 5Y | +52.1% | +126.0% | -74.0% | +28.3% |
| All | +55.5% | +1,560.2% | -1,504.7% | -18.9% |
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 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