+537.7%
WMT vs MPWR
+1,560.2%
-1,022.5%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +5.2% | -6.9% | -2.2% |
| 7D | +1.6% | -1.7% | +3.4% | +1.7% |
| 30D | +16.1% | -16.5% | +32.6% | +17.6% |
| 3M | +12.3% | -12.3% | +24.5% | +13.0% |
| 6M | -3.1% | -27.7% | +24.6% | -1.3% |
| YTD | +13.4% | +32.0% | -18.6% | +8.3% |
| 1Y | +24.5% | +25.1% | -0.6% | +19.5% |
| 3Y | +135.7% | +146.5% | -10.8% | +101.3% |
| 5Y | +166.8% | +126.0% | +40.8% | +122.0% |
| All | +537.7% | +1,560.2% | -1,022.5% | +271.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling