+129.3%
WFC vs MPWR
+153.3%
-23.9%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | 0.0% | +0.7% |
| 7D | +3.8% | -2.6% | +6.4% | +4.2% |
| 30D | +1.5% | -9.0% | +10.5% | +2.9% |
| 3M | +10.9% | -25.8% | +36.7% | +15.2% |
| 6M | +8.4% | +11.8% | -3.3% | +4.0% |
| YTD | -1.9% | +35.5% | -37.4% | -9.2% |
| 1Y | +12.3% | +45.3% | -33.0% | +2.1% |
| 3Y | +132.3% | +138.5% | -6.1% | +80.4% |
| All | +129.3% | +153.3% | -23.9% | +65.4% |
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 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