+1,791.8%
MPWR vs BUD
-4.3%
+1,796.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.1% | -3.3% | -2.7% |
| 7D | +2.2% | +6.0% | -3.8% | -0.4% |
| 30D | -2.1% | +11.3% | -13.3% | -7.1% |
| 3M | -1.6% | +3.6% | -5.1% | -4.0% |
| 6M | -14.9% | +7.7% | -22.7% | -19.1% |
| YTD | +50.5% | +36.4% | +14.2% | +27.9% |
| 1Y | +40.0% | +37.8% | +2.1% | +18.1% |
| 3Y | +175.0% | +51.2% | +123.7% | +116.4% |
| 5Y | +162.0% | +53.4% | +108.6% | +102.9% |
| 10Y | +1,791.8% | -3.2% | +1,795.1% | +1,490.0% |
| All | +1,791.8% | -4.3% | +1,796.1% | +1,490.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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