+1,542.6%
MPWR vs MUB
+20.8%
+1,521.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.1% | +5.1% | +5.1% |
| 7D | -1.7% | +0.7% | -2.4% | -2.9% |
| 30D | -16.5% | +4.4% | -20.9% | -22.0% |
| 3M | -12.3% | -0.2% | -12.1% | -12.1% |
| 6M | -27.7% | -0.6% | -27.1% | -27.0% |
| YTD | +32.0% | +0.3% | +31.7% | +31.6% |
| 1Y | +25.1% | +0.8% | +24.3% | +23.9% |
| 3Y | +146.5% | +12.0% | +134.5% | +105.7% |
| 5Y | +126.0% | +3.4% | +122.6% | +111.3% |
| All | +1,542.6% | +20.8% | +1,521.9% | +1,416.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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