+118.7%
WFC vs MPWR
+134.6%
-15.9%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -10.3% | +7.3% | -1.8% |
| 7D | 0.0% | -5.6% | +5.6% | +0.5% |
| 30D | +4.0% | -23.2% | +27.3% | +7.0% |
| 3M | -4.4% | -15.8% | +11.4% | -2.9% |
| 6M | +7.4% | -28.5% | +35.9% | +10.2% |
| YTD | -7.5% | +25.5% | -33.0% | -13.1% |
| 1Y | -0.3% | +13.9% | -14.2% | -5.2% |
| All | +118.7% | +134.6% | -15.9% | +67.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling