+1,921.6%
MPWR vs OVV
+51.8%
+1,869.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +3.0% | +5.9% | +8.3% |
| 7D | +17.3% | +1.2% | +16.0% | +17.1% |
| 30D | +12.1% | -2.5% | +14.6% | +12.5% |
| 3M | +5.6% | +0.5% | +5.1% | +5.0% |
| 6M | -10.7% | +8.5% | -19.2% | -13.2% |
| YTD | +64.0% | +64.5% | -0.5% | +44.6% |
| 1Y | +55.9% | +64.7% | -8.8% | +37.1% |
| 3Y | +199.5% | +54.1% | +145.3% | +164.2% |
| 5Y | +176.6% | +95.4% | +81.1% | +128.5% |
| 10Y | +1,921.6% | +54.9% | +1,866.7% | +1,193.9% |
| All | +1,921.6% | +51.8% | +1,869.8% | +1,193.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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