+176.6%
MPWR vs EXR
-0.9%
+177.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +0.2% | +8.8% | +8.8% |
| 7D | +17.3% | -1.1% | +18.4% | +18.0% |
| 30D | +12.1% | +18.8% | -6.7% | +2.3% |
| 3M | +5.6% | +9.9% | -4.3% | +0.1% |
| 6M | -10.7% | +12.6% | -23.3% | -17.6% |
| YTD | +64.0% | +26.5% | +37.5% | +41.0% |
| 1Y | +55.9% | +24.5% | +31.4% | +35.2% |
| 3Y | +199.5% | +52.4% | +147.1% | +121.3% |
| 5Y | +176.6% | -1.5% | +178.1% | +163.0% |
| All | +176.6% | -0.9% | +177.5% | +163.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling