+1,786.5%
MPWR vs ED
+132.0%
+1,654.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | -0.1% | +16.7% | +16.6% |
| 7D | +11.6% | -0.1% | +11.7% | +11.5% |
| 30D | +0.1% | +11.6% | -11.5% | -0.7% |
| 3M | -0.8% | +10.5% | -11.4% | -1.5% |
| 6M | -13.0% | +13.2% | -26.2% | -14.1% |
| YTD | +53.9% | +22.1% | +31.8% | +50.1% |
| 1Y | +45.8% | +24.2% | +21.7% | +41.8% |
| 3Y | +194.3% | +46.9% | +147.3% | +166.8% |
| 5Y | +160.1% | +80.8% | +79.3% | +117.4% |
| 10Y | +1,786.5% | +134.3% | +1,652.3% | +1,420.8% |
| All | +1,786.5% | +132.0% | +1,654.5% | +1,420.8% |
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