+1.7%
WFC vs MPWR
+49.6%
-47.9%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.1% | +2.1% | +0.1% |
| 7D | +1.7% | +27.9% | -26.2% | +0.1% |
| 30D | +6.8% | +9.7% | -2.8% | +6.0% |
| 3M | -3.0% | +1.7% | -4.7% | -3.3% |
| 6M | +15.4% | -9.2% | +24.6% | +15.6% |
| YTD | -5.9% | +60.5% | -66.4% | -19.1% |
| 1Y | +1.7% | +52.0% | -50.4% | -11.4% |
| All | +1.7% | +49.6% | -47.9% | -11.4% |
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