+949.4%
MPWR vs DOW
-11.5%
+960.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | -1.4% | +18.0% | +17.2% |
| 7D | +11.6% | -9.4% | +21.0% | +16.7% |
| 30D | +0.1% | +8.9% | -8.8% | -4.3% |
| 3M | -0.8% | +6.7% | -7.6% | -5.0% |
| 6M | -13.0% | -14.2% | +1.2% | -8.6% |
| YTD | +53.9% | +36.9% | +17.0% | +21.0% |
| 1Y | +45.8% | +45.8% | +0.1% | +10.0% |
| 3Y | +194.3% | -23.9% | +218.2% | +207.7% |
| 5Y | +160.1% | -30.8% | +190.9% | +186.7% |
| All | +949.4% | -11.5% | +960.9% | +712.3% |
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