+819.9%
MPWR vs DOW
-15.4%
+835.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.9% | -0.6% |
| 7D | -0.6% | -2.9% | +2.3% | +0.7% |
| 30D | -13.1% | +2.0% | -15.0% | -14.2% |
| 3M | -21.7% | -12.5% | -9.2% | -17.7% |
| 6M | +19.5% | -9.2% | +28.7% | +19.7% |
| YTD | +34.9% | +30.8% | +4.1% | +9.3% |
| 1Y | +42.0% | +29.4% | +12.6% | +14.1% |
| 3Y | +148.8% | -34.6% | +183.4% | +183.9% |
| 5Y | +156.8% | -35.9% | +192.8% | +195.2% |
| All | +819.9% | -15.4% | +835.3% | +633.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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