+162.0%
MPWR vs CI
+53.6%
+108.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.5% | -4.7% | -2.2% |
| 7D | +2.2% | +2.6% | -0.4% | +2.2% |
| 30D | -2.1% | +7.3% | -9.4% | -2.2% |
| 3M | -1.6% | +9.5% | -11.0% | -1.8% |
| 6M | -14.9% | +6.4% | -21.4% | -15.1% |
| YTD | +50.5% | +12.0% | +38.5% | +49.6% |
| 1Y | +40.0% | +20.1% | +19.9% | +38.8% |
| 3Y | +175.0% | +9.6% | +165.4% | +164.6% |
| 5Y | +162.0% | +52.7% | +109.2% | +130.1% |
| All | +162.0% | +53.6% | +108.4% | +130.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling