+1,786.5%
MPWR vs BBWI
-41.3%
+1,827.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +1.9% | +14.7% | +16.1% |
| 7D | +11.6% | -6.2% | +17.8% | +13.5% |
| 30D | +0.1% | +25.5% | -25.4% | -6.5% |
| 3M | -0.8% | +8.0% | -8.8% | -4.2% |
| 6M | -13.0% | +12.7% | -25.7% | -18.3% |
| YTD | +53.9% | +11.6% | +42.3% | +42.9% |
| 1Y | +45.8% | -0.9% | +46.7% | +38.1% |
| 3Y | +194.3% | -22.7% | +216.9% | +191.7% |
| 5Y | +160.1% | -67.2% | +227.3% | +209.8% |
| 10Y | +1,786.5% | -43.7% | +1,830.2% | +1,448.2% |
| All | +1,786.5% | -41.3% | +1,827.8% | +1,448.2% |
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