+235.3%
DIA vs MPWR
+1,868.4%
-1,633.1%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.1% | +1.7% | 0.0% |
| 7D | +1.6% | +27.9% | -26.3% | -3.7% |
| 30D | +1.2% | +9.7% | -8.5% | -1.4% |
| 3M | -2.4% | +1.7% | -4.1% | -3.9% |
| 6M | +5.7% | -9.2% | +14.9% | +5.2% |
| YTD | +9.9% | +60.5% | -50.6% | -4.2% |
| 1Y | +9.8% | +52.0% | -42.2% | -3.3% |
| 3Y | +59.8% | +193.1% | -133.4% | +11.6% |
| 5Y | +57.7% | +167.3% | -109.6% | +5.3% |
| All | +235.3% | +1,868.4% | -1,633.1% | +12.7% |
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 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