+62.5%
T vs MPWR
+1,868.4%
-1,805.9%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.1% | +1.8% | -0.3% |
| 7D | +1.6% | +27.9% | -26.3% | +0.5% |
| 30D | -2.9% | +9.7% | -12.6% | -3.5% |
| 3M | -7.5% | +1.7% | -9.2% | -7.8% |
| 6M | -9.9% | -9.2% | -0.7% | -10.0% |
| YTD | -6.4% | +60.5% | -66.9% | -10.2% |
| 1Y | -9.4% | +52.0% | -61.4% | -12.8% |
| 3Y | +64.9% | +193.1% | -128.3% | +42.7% |
| 5Y | +57.0% | +167.3% | -110.3% | +32.1% |
| All | +62.5% | +1,868.4% | -1,805.9% | -14.5% |
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