+118.2%
WFC vs MPWR
+1,725.0%
-1,606.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.2% | +2.5% | +0.8% |
| 7D | +0.9% | +2.2% | -1.3% | 0.0% |
| 30D | +3.3% | -2.1% | +5.3% | +2.9% |
| 3M | -1.4% | -1.6% | +0.1% | -2.4% |
| 6M | +14.7% | -14.9% | +29.6% | +15.4% |
| YTD | -5.9% | +50.5% | -56.4% | -18.3% |
| 1Y | +1.8% | +40.0% | -38.1% | -10.1% |
| 3Y | +124.9% | +175.0% | -50.1% | +52.8% |
| 5Y | +92.7% | +162.0% | -69.2% | +23.0% |
| 10Y | +118.2% | +1,791.8% | -1,673.6% | -31.9% |
| All | +118.2% | +1,725.0% | -1,606.8% | -31.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling