+1,788.2%
MPWR vs CMI
+320.3%
+1,467.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.7% | -3.2% | -3.4% |
| 7D | +16.8% | +0.5% | +16.3% | +16.9% |
| 30D | +11.9% | -14.0% | +25.9% | +26.7% |
| 3M | +2.2% | -28.1% | +30.3% | +33.2% |
| 6M | -15.5% | -35.8% | +20.3% | +20.5% |
| YTD | +54.2% | -10.5% | +64.7% | +70.7% |
| 1Y | +51.5% | -1.9% | +53.3% | +56.3% |
| 3Y | +180.2% | +121.0% | +59.2% | +58.9% |
| 5Y | +156.8% | +114.6% | +42.2% | +48.2% |
| All | +1,788.2% | +320.3% | +1,467.9% | +598.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CMI.
Daily Out/Under-Performance
Portfolio return minus CMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CMI 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 CMI 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