+156.8%
MPWR vs EFA
+54.2%
+102.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | +0.6% |
| 7D | -0.6% | +1.2% | -1.8% | -2.8% |
| 30D | -13.1% | -0.7% | -12.3% | -11.8% |
| 3M | -21.7% | +6.4% | -28.1% | -29.8% |
| 6M | +19.5% | +11.4% | +8.1% | -0.9% |
| YTD | +34.9% | +14.0% | +20.9% | +7.1% |
| 1Y | +42.0% | +20.2% | +21.8% | +2.7% |
| 3Y | +148.8% | +68.2% | +80.6% | +0.7% |
| 5Y | +156.8% | +54.8% | +102.0% | +24.4% |
| All | +156.8% | +54.2% | +102.6% | +24.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EFA.
Daily Out/Under-Performance
Portfolio return minus EFA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFA 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 EFA 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