+1,441.9%
MPWR vs MGY
+176.7%
+1,265.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.6% | -5.5% | -4.4% |
| 7D | +16.8% | +4.5% | +12.3% | +15.2% |
| 30D | +11.9% | -0.4% | +12.3% | +11.6% |
| 3M | +2.2% | -4.3% | +6.5% | +2.5% |
| 6M | -15.5% | -12.9% | -2.6% | -13.5% |
| YTD | +54.2% | +15.2% | +39.0% | +43.8% |
| 1Y | +51.5% | +10.3% | +41.1% | +42.8% |
| 3Y | +180.2% | +23.6% | +156.6% | +156.1% |
| 5Y | +156.8% | +35.7% | +121.0% | +124.4% |
| All | +1,441.9% | +176.7% | +1,265.2% | +1,021.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MGY.
Daily Out/Under-Performance
Portfolio return minus MGY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MGY 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 MGY 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