+27.4%
WMT vs MPWR
+31.4%
-4.0%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -5.1% | +8.5% | +3.3% |
| 7D | +8.8% | +4.1% | +4.6% | +8.9% |
| 30D | +22.9% | -14.8% | +37.7% | +22.7% |
| 3M | +16.1% | -5.4% | +21.5% | +15.9% |
| 6M | -0.5% | -19.6% | +19.1% | -0.2% |
| YTD | +16.7% | +39.8% | -23.2% | +16.4% |
| 1Y | +27.4% | +32.5% | -5.2% | +26.1% |
| All | +27.4% | +31.4% | -4.0% | +26.1% |
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