+168.5%
WMT vs MPWR
+124.2%
+44.4%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +5.2% | -6.9% | -1.9% |
| 7D | +1.6% | -1.7% | +3.4% | +1.6% |
| 30D | +16.1% | -16.5% | +32.6% | +16.8% |
| 3M | +12.3% | -12.3% | +24.5% | +12.6% |
| 6M | -3.1% | -27.7% | +24.6% | -2.1% |
| YTD | +13.4% | +32.0% | -18.6% | +10.6% |
| 1Y | +24.5% | +25.1% | -0.6% | +21.7% |
| 3Y | +135.7% | +146.5% | -10.8% | +116.3% |
| All | +168.5% | +124.2% | +44.4% | +127.7% |
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 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