+202.8%
TER vs MPWR
+153.3%
+49.6%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.8% | +4.6% | +4.9% |
| 7D | +0.6% | -2.6% | +3.2% | +2.4% |
| 30D | -8.3% | -9.0% | +0.8% | -2.2% |
| 3M | -12.2% | -25.8% | +13.6% | +7.9% |
| 6M | +17.1% | +11.8% | +5.3% | +13.1% |
| YTD | +84.7% | +35.5% | +49.2% | +59.7% |
| 1Y | +199.9% | +45.3% | +154.6% | +149.1% |
| 3Y | +232.8% | +138.5% | +94.3% | +88.7% |
| All | +202.8% | +153.3% | +49.6% | +45.2% |
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