+125.2%
MPWR vs DRI
+74.0%
+51.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -1.0% | +6.2% | +5.8% |
| 7D | -1.7% | +2.8% | -4.6% | -3.6% |
| 30D | -16.5% | +13.3% | -29.8% | -22.9% |
| 3M | -12.3% | +8.2% | -20.5% | -17.4% |
| 6M | -27.7% | +17.5% | -45.3% | -36.4% |
| YTD | +32.0% | +26.9% | +5.1% | +9.1% |
| 1Y | +25.1% | +31.6% | -6.5% | +0.5% |
| 3Y | +146.5% | +67.0% | +79.5% | +55.4% |
| All | +125.2% | +74.0% | +51.2% | +26.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling