+1,788.2%
MPWR vs MDY
+165.3%
+1,622.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.1% | -3.8% | -3.7% |
| 7D | +16.8% | +2.3% | +14.5% | +13.7% |
| 30D | +11.9% | +2.0% | +9.9% | +9.8% |
| 3M | +2.2% | -5.6% | +7.8% | +13.0% |
| 6M | -15.5% | +1.3% | -16.8% | -14.9% |
| YTD | +54.2% | +12.3% | +41.9% | +35.7% |
| 1Y | +51.5% | +15.8% | +35.7% | +27.6% |
| 3Y | +180.2% | +56.5% | +123.7% | +66.0% |
| 5Y | +156.8% | +35.1% | +121.6% | +94.7% |
| All | +1,788.2% | +165.3% | +1,622.9% | +537.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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