+1,788.2%
MPWR vs INDA
+115.4%
+1,672.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.2% | -3.7% | -3.7% |
| 7D | +16.8% | +1.1% | +15.7% | +15.7% |
| 30D | +11.9% | +9.4% | +2.5% | +2.3% |
| 3M | +2.2% | +2.9% | -0.7% | -0.7% |
| 6M | -15.5% | +7.2% | -22.7% | -21.0% |
| YTD | +54.2% | -4.8% | +59.0% | +62.0% |
| 1Y | +51.5% | -5.1% | +56.5% | +59.3% |
| 3Y | +180.2% | +16.7% | +163.5% | +145.4% |
| 5Y | +156.8% | +8.8% | +148.0% | +144.9% |
| All | +1,788.2% | +115.4% | +1,672.8% | +1,017.7% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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