+1,542.6%
MPWR vs DRI
+367.2%
+1,175.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -1.0% | +6.2% | +5.6% |
| 7D | -1.7% | +2.8% | -4.6% | -3.1% |
| 30D | -16.5% | +13.3% | -29.8% | -21.2% |
| 3M | -12.3% | +8.2% | -20.5% | -15.9% |
| 6M | -27.7% | +17.5% | -45.3% | -33.8% |
| YTD | +32.0% | +26.9% | +5.1% | +16.6% |
| 1Y | +25.1% | +31.6% | -6.5% | +8.5% |
| 3Y | +146.5% | +67.0% | +79.5% | +89.7% |
| 5Y | +126.0% | +72.9% | +53.1% | +71.9% |
| All | +1,542.6% | +367.2% | +1,175.5% | +829.7% |
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