+2.5%
WFC vs MPWR
+31.4%
-28.9%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -5.1% | +7.3% | +2.5% |
| 7D | +4.5% | +4.1% | +0.4% | +4.2% |
| 30D | +7.4% | -14.8% | +22.1% | +8.4% |
| 3M | -0.5% | -5.4% | +4.9% | -0.3% |
| 6M | +11.7% | -19.6% | +31.3% | +12.4% |
| YTD | -4.6% | +39.8% | -44.5% | -16.3% |
| 1Y | +2.5% | +32.5% | -30.0% | -9.0% |
| All | +2.5% | +31.4% | -28.9% | -9.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling