+90.7%
WFC vs MPWR
+155.3%
-64.6%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.9% | +4.3% | +0.9% |
| 7D | +2.5% | +16.8% | -14.3% | -0.1% |
| 30D | +7.0% | +11.9% | -4.9% | +4.6% |
| 3M | -1.8% | +2.2% | -4.0% | -3.0% |
| 6M | +18.4% | -15.5% | +33.9% | +19.3% |
| YTD | -5.6% | +54.2% | -59.8% | -15.1% |
| 1Y | +3.9% | +51.5% | -47.6% | -6.3% |
| 3Y | +126.3% | +180.2% | -53.9% | +70.3% |
| All | +90.7% | +155.3% | -64.6% | +36.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling