+421.1%
WMT vs MPWR
+1,653.1%
-1,232.0%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.4% | 0.0% |
| 7D | -2.5% | -2.3% | -0.2% | -2.3% |
| 30D | -6.4% | -15.4% | +9.0% | -5.1% |
| 3M | -12.1% | -19.4% | +7.2% | -10.9% |
| 6M | -15.0% | +12.7% | -27.7% | -17.0% |
| YTD | -4.5% | +31.3% | -35.8% | -8.3% |
| 1Y | +6.2% | +39.7% | -33.5% | +0.9% |
| 3Y | +99.9% | +142.2% | -42.3% | +71.3% |
| 5Y | +131.4% | +149.0% | -17.5% | +89.7% |
| All | +421.1% | +1,653.1% | -1,232.0% | +189.1% |
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 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