+1,865.4%
MPWR vs ED
+143.7%
+1,721.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.1% | -2.3% | -2.1% |
| 7D | +27.9% | -1.7% | +29.6% | +28.0% |
| 30D | +9.7% | +10.7% | -1.0% | +8.9% |
| 3M | +1.7% | +11.6% | -9.9% | +0.9% |
| 6M | -9.2% | +13.5% | -22.7% | -10.3% |
| YTD | +60.5% | +23.1% | +37.4% | +56.5% |
| 1Y | +52.0% | +23.1% | +29.0% | +48.2% |
| 3Y | +193.1% | +47.9% | +145.2% | +165.9% |
| 5Y | +167.3% | +83.9% | +83.4% | +122.8% |
| All | +1,865.4% | +143.7% | +1,721.7% | +1,489.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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