+1,632.7%
MPWR vs D
+35.0%
+1,597.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.4% | +2.3% | +1.2% |
| 7D | -2.6% | +0.4% | -3.0% | -2.7% |
| 30D | -9.0% | -3.6% | -5.5% | -8.3% |
| 3M | -25.8% | -1.0% | -24.8% | -25.9% |
| 6M | +11.8% | +6.3% | +5.5% | +9.3% |
| YTD | +35.5% | +14.7% | +20.8% | +29.8% |
| 1Y | +45.3% | +16.9% | +28.4% | +38.1% |
| 3Y | +138.5% | +56.8% | +81.7% | +101.2% |
| 5Y | +152.8% | +5.2% | +147.6% | +144.1% |
| All | +1,632.7% | +35.0% | +1,597.7% | +1,449.5% |
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