+1,542.6%
MPWR vs MMM
+82.0%
+1,460.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -1.4% | +6.6% | +6.1% |
| 7D | -1.7% | +6.2% | -7.9% | -5.9% |
| 30D | -16.5% | +14.2% | -30.7% | -23.9% |
| 3M | -12.3% | +2.9% | -15.2% | -14.5% |
| 6M | -27.7% | +27.6% | -55.3% | -39.0% |
| YTD | +32.0% | +17.3% | +14.7% | +16.8% |
| 1Y | +25.1% | +15.1% | +10.0% | +11.9% |
| 3Y | +146.5% | +157.1% | -10.6% | +25.9% |
| 5Y | +126.0% | +45.1% | +80.9% | +71.4% |
| All | +1,542.6% | +82.0% | +1,460.6% | +1,135.4% |
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