+156.2%
MPWR vs MAR
+181.1%
-24.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.4% | -3.6% | -3.6% |
| 7D | +16.8% | +1.6% | +15.2% | +15.2% |
| 30D | +11.9% | +13.8% | -1.9% | 0.0% |
| 3M | +2.2% | +20.3% | -18.1% | -13.2% |
| 6M | -15.5% | +21.3% | -36.8% | -29.8% |
| YTD | +54.2% | +37.2% | +17.0% | +13.2% |
| 1Y | +51.5% | +48.4% | +3.0% | +2.8% |
| 3Y | +180.2% | +120.1% | +60.1% | +31.1% |
| All | +156.2% | +181.1% | -24.8% | +0.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MAR.
Daily Out/Under-Performance
Portfolio return minus MAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAR 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 MAR 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