+995.4%
TER vs MPWR
+1,791.1%
-795.7%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -3.9% | -1.5% | -2.7% |
| 7D | +14.4% | +16.8% | -2.5% | +2.7% |
| 30D | -30.6% | +11.9% | -42.4% | -35.4% |
| 3M | -39.2% | +2.2% | -41.4% | -39.4% |
| 6M | -31.3% | -15.5% | -15.8% | -21.2% |
| YTD | +29.1% | +54.2% | -25.1% | +1.3% |
| 1Y | +47.4% | +51.5% | -4.0% | +17.3% |
| 3Y | +191.2% | +180.2% | +11.0% | +39.8% |
| 5Y | +74.0% | +156.8% | -82.8% | -19.8% |
| All | +995.4% | +1,791.1% | -795.7% | +14.8% |
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