-3.0%
WMT vs MPWR
-10.4%
+7.4%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.1% | +2.5% | +0.2% |
| 7D | -1.2% | +27.9% | -29.1% | +1.0% |
| 30D | +12.4% | +9.7% | +2.7% | +13.5% |
| 3M | +9.0% | +1.7% | +7.3% | +9.4% |
| 6M | -3.0% | -9.2% | +6.3% | -2.8% |
| All | -3.0% | -10.4% | +7.4% | -2.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling