+1,517.9%
MPWR vs EMB
+30.1%
+1,487.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | 0.0% | +5.2% | +5.2% |
| 7D | -1.7% | -0.1% | -1.7% | -1.6% |
| 30D | -16.5% | +1.3% | -17.8% | -18.7% |
| 3M | -12.3% | -2.2% | -10.0% | -8.5% |
| 6M | -27.7% | -2.3% | -25.4% | -24.1% |
| YTD | +32.0% | -0.6% | +32.6% | +34.6% |
| 1Y | +25.1% | +0.5% | +24.6% | +25.1% |
| 3Y | +146.5% | +29.4% | +117.1% | +59.9% |
| 5Y | +126.0% | +6.5% | +119.6% | +111.6% |
| All | +1,517.9% | +30.1% | +1,487.9% | +1,125.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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