+1,786.5%
MPWR vs D
+42.1%
+1,744.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | -0.5% | +17.1% | +16.7% |
| 7D | +11.6% | +0.8% | +10.8% | +11.3% |
| 30D | +0.1% | +10.7% | -10.6% | -2.5% |
| 3M | -0.8% | +2.3% | -3.1% | -1.6% |
| 6M | -13.0% | +12.5% | -25.5% | -16.2% |
| YTD | +53.9% | +20.1% | +33.8% | +45.5% |
| 1Y | +45.8% | +15.6% | +30.3% | +39.1% |
| 3Y | +194.3% | +75.2% | +119.1% | +140.0% |
| 5Y | +160.1% | +14.6% | +145.6% | +144.3% |
| 10Y | +1,786.5% | +43.8% | +1,742.8% | +1,555.1% |
| All | +1,786.5% | +42.1% | +1,744.4% | +1,555.1% |
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