+1,542.6%
MPWR vs EMR
+312.7%
+1,229.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.2% | +5.4% | +5.3% |
| 7D | -1.7% | -1.6% | -0.2% | -0.4% |
| 30D | -16.5% | +2.0% | -18.5% | -17.6% |
| 3M | -12.3% | +3.8% | -16.1% | -14.5% |
| 6M | -27.7% | +10.5% | -38.3% | -32.9% |
| YTD | +32.0% | +23.7% | +8.3% | +11.7% |
| 1Y | +25.1% | +25.4% | -0.3% | +4.7% |
| 3Y | +146.5% | +86.6% | +59.9% | +54.9% |
| 5Y | +126.0% | +83.0% | +43.0% | +45.2% |
| All | +1,542.6% | +312.7% | +1,229.9% | +612.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EMR.
Daily Out/Under-Performance
Portfolio return minus EMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMR 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 EMR 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