+162.0%
MPWR vs IR
+46.1%
+115.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.2% | -1.0% | -1.1% |
| 7D | +2.2% | +1.5% | +0.7% | +1.5% |
| 30D | -2.1% | +9.0% | -11.1% | -8.6% |
| 3M | -1.6% | -0.9% | -0.7% | -0.4% |
| 6M | -14.9% | +13.4% | -28.3% | -25.4% |
| YTD | +50.5% | +8.5% | +42.1% | +35.2% |
| 1Y | +40.0% | +11.3% | +28.7% | +22.2% |
| 3Y | +175.0% | +26.0% | +149.0% | +108.5% |
| 5Y | +162.0% | +47.9% | +114.1% | +62.2% |
| All | +162.0% | +46.1% | +115.9% | +62.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling