+1,786.5%
MPWR vs MTB
+136.2%
+1,650.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +2.3% | +14.3% | +15.6% |
| 7D | +11.6% | -0.8% | +12.3% | +12.1% |
| 30D | +0.1% | +2.4% | -2.3% | -0.9% |
| 3M | -0.8% | -10.5% | +9.7% | +4.0% |
| 6M | -13.0% | +6.4% | -19.4% | -16.2% |
| YTD | +53.9% | +12.8% | +41.1% | +44.8% |
| 1Y | +45.8% | +23.3% | +22.6% | +31.9% |
| 3Y | +194.3% | +108.2% | +86.0% | +115.1% |
| 5Y | +160.1% | +68.6% | +91.6% | +103.7% |
| 10Y | +1,786.5% | +125.3% | +1,661.2% | +1,335.8% |
| All | +1,786.5% | +136.2% | +1,650.3% | +1,335.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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