+1,679.2%
MPWR vs ITUB
+197.6%
+1,481.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.8% | +1.6% | -0.3% |
| 7D | -1.3% | 0.0% | -1.3% | -1.3% |
| 30D | -12.8% | +2.6% | -15.4% | -13.8% |
| 3M | -21.3% | +8.4% | -29.7% | -23.7% |
| 6M | +13.7% | -0.5% | +14.3% | +13.4% |
| YTD | +33.3% | +15.3% | +18.0% | +26.8% |
| 1Y | +41.3% | +28.7% | +12.6% | +29.5% |
| 3Y | +145.8% | +118.7% | +27.1% | +86.9% |
| 5Y | +155.6% | +182.7% | -27.0% | +71.7% |
| 10Y | +1,679.2% | +207.6% | +1,471.6% | +1,016.0% |
| All | +1,679.2% | +197.6% | +1,481.6% | +1,016.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ITUB.
Daily Out/Under-Performance
Portfolio return minus ITUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITUB 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 ITUB 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