+41.3%
MPWR vs EFV
+27.3%
+14.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | +0.2% |
| 7D | -1.3% | -0.5% | -0.8% | -0.5% |
| 30D | -12.8% | 0.0% | -12.9% | -12.9% |
| 3M | -21.3% | +8.4% | -29.7% | -31.1% |
| 6M | +13.7% | +12.3% | +1.4% | -5.1% |
| YTD | +33.3% | +17.4% | +15.9% | +2.6% |
| 1Y | +41.3% | +27.1% | +14.2% | -4.8% |
| All | +41.3% | +27.3% | +14.0% | -4.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling