+1,791.8%
MPWR vs DRI
+343.2%
+1,448.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -2.0% |
| 7D | +2.2% | +4.2% | -2.0% | +0.3% |
| 30D | -2.1% | +15.7% | -17.8% | -8.3% |
| 3M | -1.6% | +5.8% | -7.3% | -4.6% |
| 6M | -14.9% | +18.4% | -33.4% | -22.2% |
| YTD | +50.5% | +28.2% | +22.3% | +32.5% |
| 1Y | +40.0% | +35.9% | +4.1% | +19.9% |
| 3Y | +175.0% | +67.7% | +107.2% | +111.2% |
| 5Y | +162.0% | +77.9% | +84.1% | +97.2% |
| 10Y | +1,791.8% | +338.7% | +1,453.2% | +967.8% |
| All | +1,791.8% | +343.2% | +1,448.6% | +967.8% |
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