+155.2%
MPWR vs LPLA
+145.4%
+9.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.2% | +1.0% |
| 7D | -2.6% | -3.1% | +0.5% | -1.3% |
| 30D | -9.0% | -0.1% | -9.0% | -9.1% |
| 3M | -25.8% | +23.2% | -49.1% | -32.5% |
| 6M | +11.8% | +15.5% | -3.8% | +3.6% |
| YTD | +35.5% | +0.9% | +34.6% | +32.7% |
| 1Y | +45.3% | +0.2% | +45.1% | +41.1% |
| 3Y | +138.5% | +55.2% | +83.2% | +84.2% |
| All | +155.2% | +145.4% | +9.7% | +39.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling