+8,788.3%
MPWR vs LPLA
+1,311.2%
+7,477.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.2% | +1.0% |
| 7D | -2.6% | -3.1% | +0.5% | -1.4% |
| 30D | -9.0% | -0.1% | -9.0% | -9.1% |
| 3M | -25.8% | +23.2% | -49.1% | -32.3% |
| 6M | +11.8% | +15.5% | -3.8% | +3.8% |
| YTD | +35.5% | +0.9% | +34.6% | +32.4% |
| 1Y | +45.3% | +0.2% | +45.1% | +40.8% |
| 3Y | +138.5% | +55.2% | +83.2% | +88.6% |
| 5Y | +152.8% | +145.4% | +7.3% | +61.4% |
| 10Y | +1,616.6% | +1,229.7% | +386.9% | +467.8% |
| All | +8,788.3% | +1,311.2% | +7,477.1% | +2,342.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling