+1,865.4%
MPWR vs CASY
+550.0%
+1,315.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.0% | -1.1% | -1.7% |
| 7D | +27.9% | +2.5% | +25.4% | +26.8% |
| 30D | +9.7% | +10.2% | -0.5% | +5.2% |
| 3M | +1.7% | -15.7% | +17.4% | +7.7% |
| 6M | -9.2% | -18.4% | +9.1% | -4.2% |
| YTD | +60.5% | +28.3% | +32.2% | +37.6% |
| 1Y | +52.0% | +32.6% | +19.5% | +27.9% |
| 3Y | +193.1% | +159.5% | +33.6% | +74.4% |
| 5Y | +167.3% | +263.9% | -96.6% | +33.1% |
| All | +1,865.4% | +550.0% | +1,315.5% | +642.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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