+1,921.6%
MPWR vs D
+47.5%
+1,874.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | -0.5% | +9.4% | +9.0% |
| 7D | +17.3% | -2.4% | +19.7% | +17.8% |
| 30D | +12.1% | +9.0% | +3.1% | +9.6% |
| 3M | +5.6% | +1.0% | +4.7% | +5.1% |
| 6M | -10.7% | +11.0% | -21.7% | -13.7% |
| YTD | +64.0% | +19.8% | +44.2% | +55.1% |
| 1Y | +55.9% | +16.0% | +40.0% | +48.6% |
| 3Y | +199.5% | +74.4% | +125.1% | +144.7% |
| 5Y | +176.6% | +13.5% | +163.0% | +160.7% |
| 10Y | +1,921.6% | +48.4% | +1,873.3% | +1,671.7% |
| All | +1,921.6% | +47.5% | +1,874.1% | +1,671.7% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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