+238.5%
TER vs MPWR
+138.8%
+99.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.8% | +4.6% | +4.9% |
| 7D | +0.6% | -2.6% | +3.2% | +2.5% |
| 30D | -8.3% | -9.0% | +0.8% | -1.9% |
| 3M | -12.2% | -25.8% | +13.6% | +8.6% |
| 6M | +17.1% | +11.8% | +5.3% | +13.5% |
| YTD | +84.7% | +35.5% | +49.2% | +60.6% |
| 1Y | +199.9% | +45.3% | +154.6% | +151.0% |
| All | +238.5% | +138.8% | +99.7% | +115.9% |
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 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