+1,632.7%
MPWR vs QLD
+1,646.9%
-14.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.6% |
| 7D | -2.6% | +0.6% | -3.1% | -3.0% |
| 30D | -9.0% | -0.1% | -8.9% | -9.0% |
| 3M | -25.8% | -8.4% | -17.5% | -20.3% |
| 6M | +11.8% | +32.2% | -20.5% | -10.1% |
| YTD | +35.5% | +28.9% | +6.6% | +11.1% |
| 1Y | +45.3% | +43.8% | +1.5% | +9.4% |
| 3Y | +138.5% | +176.6% | -38.1% | +11.7% |
| 5Y | +152.8% | +121.6% | +31.2% | +33.6% |
| All | +1,632.7% | +1,646.9% | -14.2% | +97.3% |
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