+1,632.0%
MPWR vs RBA
+185.7%
+1,446.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.7% |
| 7D | -2.6% | -2.9% | +0.3% | -1.2% |
| 30D | -9.0% | -12.3% | +3.3% | -3.7% |
| 3M | -25.8% | -20.5% | -5.3% | -18.7% |
| 6M | +11.8% | -18.5% | +30.3% | +20.8% |
| YTD | +35.5% | -18.2% | +53.7% | +45.1% |
| 1Y | +45.3% | -27.5% | +72.8% | +64.7% |
| 3Y | +138.5% | +38.1% | +100.4% | +95.5% |
| 5Y | +152.8% | +44.8% | +108.0% | +95.5% |
| All | +1,632.0% | +185.7% | +1,446.3% | +834.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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