+1,788.2%
MPWR vs BUD
-2.1%
+1,790.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.1% | -5.1% | -4.4% |
| 7D | +16.8% | +1.0% | +15.8% | +16.3% |
| 30D | +11.9% | +6.7% | +5.2% | +8.0% |
| 3M | +2.2% | +5.7% | -3.5% | -1.3% |
| 6M | -15.5% | +5.8% | -21.3% | -19.2% |
| YTD | +54.2% | +34.4% | +19.8% | +31.6% |
| 1Y | +51.5% | +33.3% | +18.2% | +29.6% |
| 3Y | +180.2% | +48.8% | +131.4% | +121.6% |
| 5Y | +156.8% | +52.5% | +104.2% | +98.9% |
| All | +1,788.2% | -2.1% | +1,790.3% | +1,436.9% |
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