+1,921.6%
MPWR vs CI
+149.2%
+1,772.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | -0.6% | +9.5% | +9.1% |
| 7D | +17.3% | -1.3% | +18.6% | +17.7% |
| 30D | +12.1% | +6.4% | +5.7% | +9.6% |
| 3M | +5.6% | +10.7% | -5.1% | +1.7% |
| 6M | -10.7% | +5.5% | -16.2% | -13.6% |
| YTD | +64.0% | +11.4% | +52.6% | +55.9% |
| 1Y | +55.9% | +15.0% | +40.9% | +46.6% |
| 3Y | +199.5% | +9.0% | +190.5% | +166.9% |
| 5Y | +176.6% | +52.0% | +124.6% | +104.0% |
| 10Y | +1,921.6% | +150.9% | +1,770.7% | +1,013.0% |
| All | +1,921.6% | +149.2% | +1,772.5% | +1,013.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 CI 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