+82.2%
UBER vs MPWR
+856.1%
-773.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.6% |
| 7D | -3.9% | -2.6% | -1.3% | -2.9% |
| 30D | +11.1% | -9.0% | +20.2% | +14.9% |
| 3M | +4.9% | -25.8% | +30.7% | +14.7% |
| 6M | -1.2% | +11.8% | -12.9% | -11.3% |
| YTD | -7.3% | +35.5% | -42.8% | -24.4% |
| 1Y | -17.6% | +45.3% | -62.9% | -35.8% |
| 3Y | +61.1% | +138.5% | -77.4% | -13.3% |
| 5Y | +87.9% | +152.8% | -64.9% | -9.9% |
| All | +82.2% | +856.1% | -773.8% | -62.6% |
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