+136.5%
WMT vs MPWR
+182.0%
-45.5%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.9% | +5.4% | +1.6% |
| 7D | +2.0% | +16.8% | -14.8% | +1.6% |
| 30D | +10.3% | +11.9% | -1.6% | +9.8% |
| 3M | +11.0% | +2.2% | +8.7% | +10.7% |
| 6M | -2.3% | -15.5% | +13.2% | -1.8% |
| YTD | +15.7% | +54.2% | -38.5% | +12.2% |
| 1Y | +26.0% | +51.5% | -25.5% | +22.2% |
| 3Y | +136.5% | +180.2% | -43.7% | +103.7% |
| All | +136.5% | +182.0% | -45.5% | +103.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling