+155.2%
MPWR vs MUB
+2.2%
+153.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -2.6% | -0.9% | -1.7% | -1.0% |
| 30D | -9.0% | -1.4% | -7.6% | -6.6% |
| 3M | -25.8% | -2.2% | -23.7% | -22.7% |
| 6M | +11.8% | -1.9% | +13.6% | +16.0% |
| YTD | +35.5% | -0.8% | +36.3% | +38.1% |
| 1Y | +45.3% | +2.7% | +42.6% | +39.2% |
| 3Y | +138.5% | +8.6% | +129.9% | +99.1% |
| All | +155.2% | +2.2% | +153.0% | +112.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling