+176.6%
MPWR vs FCUV
-99.9%
+276.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +4.1% | +4.8% | +8.8% |
| 7D | +17.3% | -4.7% | +21.9% | +17.4% |
| 30D | +12.1% | -23.2% | +35.3% | +12.8% |
| 3M | +5.6% | -49.2% | +54.8% | +5.7% |
| 6M | -10.7% | -9.2% | -1.5% | -19.6% |
| YTD | +64.0% | -90.6% | +154.5% | +61.3% |
| 1Y | +55.9% | -97.9% | +153.8% | +66.4% |
| 3Y | +199.5% | -99.5% | +299.0% | +232.3% |
| 5Y | +176.6% | -99.9% | +276.5% | +258.0% |
| All | +176.6% | -99.9% | +276.4% | +258.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FCUV.
Daily Out/Under-Performance
Portfolio return minus FCUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FCUV 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 FCUV 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