+1,632.0%
MPWR vs BBWI
-54.1%
+1,686.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.8% | -2.0% | +0.1% |
| 7D | -2.6% | +1.5% | -4.1% | -3.0% |
| 30D | -9.0% | -5.2% | -3.8% | -8.3% |
| 3M | -25.8% | +11.1% | -36.9% | -29.3% |
| 6M | +11.8% | -13.4% | +25.1% | +13.1% |
| YTD | +35.5% | +0.1% | +35.4% | +30.6% |
| 1Y | +45.3% | -36.1% | +81.4% | +57.1% |
| 3Y | +138.5% | -44.1% | +182.5% | +159.9% |
| 5Y | +152.8% | -66.2% | +219.0% | +203.3% |
| All | +1,632.0% | -54.1% | +1,686.1% | +1,460.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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