+1,677.2%
MPWR vs PBR
+697.0%
+980.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.8% | +4.9% | +4.3% |
| 7D | +0.9% | +5.4% | -4.5% | -0.6% |
| 30D | -13.4% | +22.9% | -36.2% | -18.1% |
| 3M | -22.2% | +19.6% | -41.9% | -26.2% |
| 6M | +15.7% | +16.5% | -0.8% | +9.8% |
| YTD | +36.7% | +86.7% | -50.0% | +13.8% |
| 1Y | +47.9% | +74.7% | -26.8% | +25.0% |
| 3Y | +159.7% | +102.6% | +57.1% | +108.2% |
| 5Y | +159.1% | +566.6% | -407.4% | +41.4% |
| All | +1,677.2% | +697.0% | +980.2% | +727.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 PBR 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