+145.5%
TER vs MPWR
+134.6%
+10.9%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.2% | -10.3% | -5.0% | -7.8% |
| 7D | -28.2% | -5.6% | -22.6% | -24.8% |
| 30D | -50.6% | -23.2% | -27.3% | -39.8% |
| 3M | -45.3% | -15.8% | -29.6% | -37.4% |
| 6M | -40.4% | -28.5% | -11.8% | -22.5% |
| YTD | +10.0% | +25.5% | -15.4% | +2.0% |
| 1Y | +13.6% | +13.9% | -0.3% | +11.8% |
| All | +145.5% | +134.6% | +10.9% | +37.7% |
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