+53.4%
T vs MPWR
+117.3%
-63.9%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -10.3% | +10.2% | -0.4% |
| 7D | +4.3% | -5.6% | +9.9% | +4.1% |
| 30D | -9.7% | -23.2% | +13.6% | -10.4% |
| 3M | -4.3% | -15.8% | +11.5% | -4.7% |
| 6M | -13.7% | -28.5% | +14.9% | -14.2% |
| YTD | -8.0% | +25.5% | -33.4% | -7.5% |
| 1Y | -6.9% | +13.9% | -20.8% | -6.6% |
| 3Y | +59.7% | +134.6% | -74.8% | +57.5% |
| 5Y | +53.4% | +114.8% | -61.4% | +42.0% |
| All | +53.4% | +117.3% | -63.9% | +42.0% |
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