+1,786.5%
MPWR vs RACE
+738.3%
+1,048.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +0.7% | +15.9% | +16.1% |
| 7D | +11.6% | +3.9% | +7.7% | +8.6% |
| 30D | +0.1% | +7.4% | -7.3% | -4.8% |
| 3M | -0.8% | +1.6% | -2.4% | -2.4% |
| 6M | -13.0% | +23.3% | -36.4% | -26.5% |
| YTD | +53.9% | +14.7% | +39.3% | +34.4% |
| 1Y | +45.8% | +2.5% | +43.3% | +37.9% |
| 3Y | +194.3% | +28.0% | +166.3% | +118.2% |
| 5Y | +160.1% | +69.8% | +90.3% | +54.2% |
| 10Y | +1,786.5% | +734.9% | +1,051.6% | +398.2% |
| All | +1,786.5% | +738.3% | +1,048.2% | +398.2% |
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