+1,479.9%
MPWR vs IR
+342.0%
+1,137.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +4.7% | +11.9% | +13.6% |
| 7D | +11.6% | +5.0% | +6.6% | +8.8% |
| 30D | +0.1% | +10.3% | -10.2% | -5.3% |
| 3M | -0.8% | -0.1% | -0.7% | -0.3% |
| 6M | -13.0% | +14.8% | -27.8% | -21.0% |
| YTD | +53.9% | +9.7% | +44.2% | +43.3% |
| 1Y | +45.8% | +12.2% | +33.6% | +33.7% |
| 3Y | +194.3% | +30.0% | +164.3% | +152.8% |
| 5Y | +160.1% | +46.8% | +113.3% | +108.2% |
| All | +1,479.9% | +342.0% | +1,137.8% | +749.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IR.
Daily Out/Under-Performance
Portfolio return minus IR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IR 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 IR 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