+1.8%
WFC vs MPWR
+38.5%
-36.7%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.2% | +2.5% | +0.5% |
| 7D | +0.9% | +2.2% | -1.3% | +0.5% |
| 30D | +3.3% | -2.1% | +5.3% | +3.2% |
| 3M | -1.4% | -1.6% | +0.1% | -1.5% |
| 6M | +14.7% | -14.9% | +29.6% | +15.3% |
| YTD | -5.9% | +50.5% | -56.4% | -18.5% |
| 1Y | +1.8% | +40.0% | -38.1% | -10.1% |
| All | +1.8% | +38.5% | -36.7% | -10.1% |
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