+1,921.6%
MPWR vs RACE
+741.5%
+1,180.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | 0.0% | +8.9% | +8.9% |
| 7D | +17.3% | -3.9% | +21.1% | +20.7% |
| 30D | +12.1% | +6.8% | +5.3% | +7.0% |
| 3M | +5.6% | +1.3% | +4.3% | +4.1% |
| 6M | -10.7% | +26.3% | -37.0% | -25.7% |
| YTD | +64.0% | +13.8% | +50.2% | +44.0% |
| 1Y | +55.9% | -0.5% | +56.4% | +50.9% |
| 3Y | +199.5% | +25.6% | +173.8% | +125.3% |
| 5Y | +176.6% | +67.6% | +109.0% | +65.4% |
| 10Y | +1,921.6% | +724.7% | +1,196.9% | +456.9% |
| All | +1,921.6% | +741.5% | +1,180.1% | +456.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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