+1,650.0%
MPWR vs LPLA
+1,194.2%
+455.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.5% | +2.1% | +0.7% |
| 7D | -0.6% | -2.1% | +1.5% | +0.3% |
| 30D | -13.1% | -3.3% | -9.7% | -11.9% |
| 3M | -21.7% | +23.5% | -45.3% | -29.2% |
| 6M | +19.5% | +12.0% | +7.5% | +11.7% |
| YTD | +34.9% | -1.7% | +36.6% | +32.9% |
| 1Y | +42.0% | +3.2% | +38.7% | +35.4% |
| 3Y | +148.8% | +46.2% | +102.6% | +96.5% |
| 5Y | +156.8% | +144.9% | +11.9% | +53.1% |
| 10Y | +1,650.0% | +1,195.1% | +454.9% | +487.7% |
| All | +1,650.0% | +1,194.2% | +455.8% | +487.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA 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 LPLA 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