+1,788.2%
MPWR vs MMM
+74.0%
+1,714.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.0% | -3.0% | -3.3% |
| 7D | +16.8% | -0.4% | +17.2% | +17.3% |
| 30D | +11.9% | +12.1% | -0.3% | +3.4% |
| 3M | +2.2% | +1.4% | +0.8% | +0.6% |
| 6M | -15.5% | +26.6% | -42.1% | -28.2% |
| YTD | +54.2% | +16.8% | +37.4% | +37.0% |
| 1Y | +51.5% | +10.1% | +41.4% | +39.6% |
| 3Y | +180.2% | +158.4% | +21.8% | +42.4% |
| 5Y | +156.8% | +43.1% | +113.7% | +96.8% |
| All | +1,788.2% | +74.0% | +1,714.2% | +1,255.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MMM.
Daily Out/Under-Performance
Portfolio return minus MMM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MMM 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 MMM 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