+240.9%
DIA vs MPWR
+1,847.3%
-1,606.4%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +16.6% | -14.4% | -1.2% |
| 7D | +0.8% | +11.6% | -10.8% | -1.9% |
| 30D | +1.4% | +0.1% | +1.3% | +0.7% |
| 3M | -2.7% | -0.8% | -1.9% | -3.6% |
| 6M | +6.2% | -13.0% | +19.2% | +6.7% |
| YTD | +10.1% | +53.9% | -43.8% | -3.2% |
| 1Y | +13.0% | +45.8% | -32.8% | +0.4% |
| 3Y | +61.9% | +194.3% | -132.4% | +12.8% |
| 5Y | +57.1% | +160.1% | -103.1% | +5.4% |
| 10Y | +240.9% | +1,786.5% | -1,545.6% | +17.0% |
| All | +240.9% | +1,847.3% | -1,606.4% | +17.0% |
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