+951.3%
MPWR vs DOW
-5.5%
+956.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.3% | -3.6% | -3.8% |
| 7D | +16.8% | +5.2% | +11.6% | +14.1% |
| 30D | +11.9% | +13.2% | -1.3% | +5.2% |
| 3M | +2.2% | +10.1% | -7.9% | -3.2% |
| 6M | -15.5% | -13.1% | -2.4% | -11.4% |
| YTD | +54.2% | +46.1% | +8.1% | +17.7% |
| 1Y | +51.5% | +50.0% | +1.4% | +13.4% |
| 3Y | +180.2% | -20.2% | +200.5% | +187.3% |
| 5Y | +156.8% | -27.7% | +184.4% | +177.6% |
| All | +951.3% | -5.5% | +956.8% | +690.4% |
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