+136.7%
MPWR vs DRI
+53.9%
+82.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.4% | +1.0% |
| 7D | -2.6% | +0.6% | -3.2% | -2.8% |
| 30D | -9.0% | +3.8% | -12.9% | -10.4% |
| 3M | -25.8% | +13.0% | -38.8% | -29.8% |
| 6M | +11.8% | +8.3% | +3.4% | +7.4% |
| YTD | +35.5% | +20.6% | +14.9% | +23.8% |
| 1Y | +45.3% | +6.5% | +38.9% | +39.6% |
| All | +136.7% | +53.9% | +82.9% | +85.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling