+240.2%
DIA vs MPWR
+1,560.2%
-1,320.0%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +5.2% | -5.6% | -1.5% |
| 7D | -0.9% | -1.7% | +0.8% | -0.8% |
| 30D | +0.3% | -16.5% | +16.8% | +3.5% |
| 3M | -4.5% | -12.3% | +7.8% | -2.8% |
| 6M | +3.4% | -27.7% | +31.1% | +8.0% |
| YTD | +7.8% | +32.0% | -24.2% | -2.0% |
| 1Y | +10.7% | +25.1% | -14.3% | +1.7% |
| 3Y | +57.5% | +146.5% | -89.0% | +14.2% |
| 5Y | +53.7% | +126.0% | -72.3% | +6.2% |
| All | +240.2% | +1,560.2% | -1,320.0% | +20.3% |
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