+1,921.6%
MPWR vs DLR
+188.5%
+1,733.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +0.1% | +8.8% | +8.8% |
| 7D | +17.3% | -2.0% | +19.3% | +19.3% |
| 30D | +12.1% | +0.5% | +11.5% | +12.2% |
| 3M | +5.6% | -4.4% | +10.0% | +9.2% |
| 6M | -10.7% | -6.4% | -4.3% | -8.0% |
| YTD | +64.0% | +19.5% | +44.5% | +45.4% |
| 1Y | +55.9% | +10.5% | +45.4% | +44.9% |
| 3Y | +199.5% | +54.0% | +145.5% | +128.2% |
| 5Y | +176.6% | +39.7% | +136.9% | +117.0% |
| 10Y | +1,921.6% | +189.5% | +1,732.1% | +1,044.8% |
| All | +1,921.6% | +188.5% | +1,733.1% | +1,044.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DLR.
Daily Out/Under-Performance
Portfolio return minus DLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLR 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 DLR 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