+6,482.5%
MPWR vs MUB
+78.3%
+6,404.2%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.1% | +5.1% | +5.1% |
| 7D | -1.7% | +0.7% | -2.4% | -2.3% |
| 30D | -16.5% | +4.4% | -20.9% | -19.1% |
| 3M | -12.3% | -0.2% | -12.1% | -12.2% |
| 6M | -27.7% | -0.6% | -27.1% | -27.4% |
| YTD | +32.0% | +0.3% | +31.7% | +31.8% |
| 1Y | +25.1% | +0.8% | +24.3% | +24.6% |
| 3Y | +146.5% | +12.0% | +134.5% | +128.5% |
| 5Y | +126.0% | +3.4% | +122.6% | +118.6% |
| 10Y | +1,582.7% | +20.7% | +1,562.0% | +1,475.0% |
| All | +6,482.5% | +78.3% | +6,404.2% | +5,324.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling