+175.0%
MPWR vs EXR
+51.9%
+123.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.8% | -1.4% | -1.9% |
| 7D | +2.2% | +1.7% | +0.5% | +1.5% |
| 30D | -2.1% | +18.0% | -20.1% | -8.7% |
| 3M | -1.6% | +9.7% | -11.2% | -5.5% |
| 6M | -14.9% | +13.4% | -28.4% | -20.6% |
| YTD | +50.5% | +26.3% | +24.2% | +32.2% |
| 1Y | +40.0% | +27.6% | +12.4% | +22.0% |
| 3Y | +175.0% | +52.2% | +122.8% | +112.3% |
| All | +175.0% | +51.9% | +123.0% | +112.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 3y: compounded portfolio wealth divided by compounded EXR 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…
3y analysis · Full analysis span regression · 6 months rolling