+1,679.2%
MPWR vs EFV
+162.1%
+1,517.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | 0.0% |
| 7D | -1.3% | -0.5% | -0.8% | -0.6% |
| 30D | -12.8% | 0.0% | -12.9% | -12.9% |
| 3M | -21.3% | +8.4% | -29.7% | -29.5% |
| 6M | +13.7% | +12.3% | +1.4% | -2.3% |
| YTD | +33.3% | +17.4% | +15.9% | +7.9% |
| 1Y | +41.3% | +27.1% | +14.2% | +2.9% |
| 3Y | +145.8% | +90.7% | +55.1% | +6.4% |
| 5Y | +155.6% | +95.6% | +60.0% | +9.5% |
| 10Y | +1,679.2% | +165.3% | +1,513.9% | +474.8% |
| All | +1,679.2% | +162.1% | +1,517.1% | +474.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 EFV 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