+1,786.5%
MPWR vs DRI
+370.8%
+1,415.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +1.5% | +15.1% | +16.0% |
| 7D | +11.6% | +3.1% | +8.5% | +10.0% |
| 30D | +0.1% | +16.2% | -16.1% | -6.4% |
| 3M | -0.8% | +8.4% | -9.2% | -4.9% |
| 6M | -13.0% | +19.0% | -32.0% | -20.6% |
| YTD | +53.9% | +28.8% | +25.1% | +35.2% |
| 1Y | +45.8% | +33.1% | +12.7% | +26.0% |
| 3Y | +194.3% | +70.8% | +123.5% | +124.4% |
| 5Y | +160.1% | +74.2% | +85.9% | +97.3% |
| 10Y | +1,786.5% | +345.5% | +1,441.0% | +975.3% |
| All | +1,786.5% | +370.8% | +1,415.7% | +975.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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