+151.8%
TER vs MPWR
+146.8%
+5.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +5.2% | -2.6% | -1.2% |
| 7D | -20.5% | -1.7% | -18.7% | -19.1% |
| 30D | -47.0% | -16.5% | -30.5% | -39.3% |
| 3M | -43.3% | -12.3% | -31.0% | -37.0% |
| 6M | -42.9% | -27.7% | -15.2% | -26.7% |
| YTD | +12.9% | +32.0% | -19.1% | +0.8% |
| 1Y | +18.2% | +25.1% | -6.9% | +9.3% |
| 3Y | +151.8% | +146.5% | +5.3% | +36.0% |
| All | +151.8% | +146.8% | +5.0% | +36.0% |
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 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