+1,632.7%
MPWR vs CI
+145.0%
+1,487.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.3% | +2.1% | +1.2% |
| 7D | -2.6% | +1.3% | -3.9% | -3.0% |
| 30D | -9.0% | +4.4% | -13.5% | -10.3% |
| 3M | -25.8% | +0.7% | -26.5% | -26.7% |
| 6M | +11.8% | +0.3% | +11.4% | +10.4% |
| YTD | +35.5% | +3.8% | +31.7% | +32.3% |
| 1Y | +45.3% | -5.5% | +50.8% | +44.5% |
| 3Y | +138.5% | +8.1% | +130.3% | +111.9% |
| 5Y | +152.8% | +42.8% | +110.0% | +90.6% |
| All | +1,632.7% | +145.0% | +1,487.7% | +888.3% |
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