+1,542.6%
MPWR vs QLD
+1,375.1%
+167.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.5% | +2.7% | +3.2% |
| 7D | -1.7% | -10.3% | +8.5% | +6.9% |
| 30D | -16.5% | -26.1% | +9.5% | +5.9% |
| 3M | -12.3% | -17.8% | +5.5% | +2.4% |
| 6M | -27.7% | -15.6% | -12.2% | -17.1% |
| YTD | +32.0% | +5.4% | +26.6% | +27.0% |
| 1Y | +25.1% | +5.2% | +19.9% | +20.3% |
| 3Y | +146.5% | +139.4% | +7.0% | +29.7% |
| 5Y | +126.0% | +66.7% | +59.3% | +49.0% |
| All | +1,542.6% | +1,375.1% | +167.5% | +100.7% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 QLD 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