+155.2%
MPWR vs EXR
-11.8%
+167.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +2.1% | +1.5% |
| 7D | -2.6% | -2.6% | 0.0% | -1.3% |
| 30D | -9.0% | -7.2% | -1.8% | -5.5% |
| 3M | -25.8% | -3.5% | -22.3% | -25.4% |
| 6M | +11.8% | -5.3% | +17.0% | +13.5% |
| YTD | +35.5% | +9.4% | +26.2% | +26.4% |
| 1Y | +45.3% | +1.3% | +44.0% | +40.9% |
| 3Y | +138.5% | +22.4% | +116.0% | +100.6% |
| All | +155.2% | -11.8% | +167.0% | +152.2% |
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