+107.7%
T vs MPWR
+138.8%
-31.1%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.8% | -2.8% | -1.9% |
| 7D | -1.3% | -2.6% | +1.3% | -1.5% |
| 30D | +11.4% | -9.0% | +20.4% | +10.6% |
| 3M | +14.3% | -25.8% | +40.1% | +12.5% |
| 6M | -9.3% | +11.8% | -21.0% | -8.0% |
| YTD | +7.1% | +35.5% | -28.4% | +10.1% |
| 1Y | -9.1% | +45.3% | -54.4% | -5.9% |
| All | +107.7% | +138.8% | -31.1% | +119.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling