+3,309.9%
V vs MPWR
+7,287.1%
-3,977.2%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -10.3% | +7.1% | -0.6% |
| 7D | +2.9% | -5.6% | +8.6% | +4.2% |
| 30D | +14.0% | -23.2% | +37.2% | +21.1% |
| 3M | +14.9% | -15.8% | +30.7% | +18.4% |
| 6M | +31.7% | -28.5% | +60.3% | +38.2% |
| YTD | +21.2% | +25.5% | -4.2% | +7.4% |
| 1Y | +25.3% | +13.9% | +11.4% | +13.8% |
| 3Y | +77.5% | +134.6% | -57.1% | +17.0% |
| 5Y | +102.6% | +114.8% | -12.3% | +25.9% |
| 10Y | +464.3% | +1,499.3% | -1,035.0% | +61.3% |
| All | +3,309.9% | +7,287.1% | -3,977.2% | +437.6% |
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