+65.0%
UBER vs MPWR
+831.4%
-766.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.2% | -5.5% | -2.3% |
| 7D | +5.1% | -1.7% | +6.9% | +5.2% |
| 30D | +0.2% | -16.5% | +16.7% | +6.2% |
| 3M | -2.7% | -12.3% | +9.6% | +0.1% |
| 6M | -13.4% | -27.7% | +14.4% | -7.0% |
| YTD | -16.1% | +32.0% | -48.1% | -32.2% |
| 1Y | -25.5% | +25.1% | -50.6% | -38.6% |
| 3Y | +42.5% | +146.5% | -104.0% | -25.9% |
| 5Y | +45.3% | +126.0% | -80.7% | -27.6% |
| All | +65.0% | +831.4% | -766.4% | -66.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling