+1,786.5%
MPWR vs DLR
+174.9%
+1,611.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +3.4% | +13.2% | +14.5% |
| 7D | +11.6% | +2.4% | +9.2% | +10.4% |
| 30D | +0.1% | +0.7% | -0.6% | +0.1% |
| 3M | -0.8% | -6.4% | +5.6% | +3.9% |
| 6M | -13.0% | -6.5% | -6.5% | -10.3% |
| YTD | +53.9% | +18.8% | +35.1% | +37.0% |
| 1Y | +45.8% | +9.0% | +36.8% | +36.7% |
| 3Y | +194.3% | +54.5% | +139.8% | +123.9% |
| 5Y | +160.1% | +35.8% | +124.3% | +107.1% |
| 10Y | +1,786.5% | +177.5% | +1,609.0% | +985.0% |
| All | +1,786.5% | +174.9% | +1,611.6% | +985.0% |
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