+12.3%
WFC vs MPWR
+48.9%
-36.6%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | 0.0% | +0.8% |
| 7D | +3.8% | -2.6% | +6.4% | +4.0% |
| 30D | +1.5% | -9.0% | +10.5% | +2.2% |
| 3M | +10.9% | -25.8% | +36.7% | +13.5% |
| 6M | +8.4% | +11.8% | -3.3% | +1.7% |
| YTD | -1.9% | +35.5% | -37.4% | -9.8% |
| 1Y | +12.3% | +45.3% | -33.0% | +4.2% |
| All | +12.3% | +48.9% | -36.6% | +4.2% |
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 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