+1,788.2%
MPWR vs RBA
+207.2%
+1,581.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.9% | -4.9% | -4.4% |
| 7D | +16.8% | +1.7% | +15.1% | +16.0% |
| 30D | +11.9% | +8.3% | +3.5% | +7.4% |
| 3M | +2.2% | +10.5% | -8.3% | -3.3% |
| 6M | -15.5% | -5.9% | -9.6% | -15.1% |
| YTD | +54.2% | -6.9% | +61.1% | +54.6% |
| 1Y | +51.5% | -4.9% | +56.3% | +50.3% |
| 3Y | +180.2% | +64.5% | +115.8% | +111.3% |
| 5Y | +156.8% | +46.1% | +110.7% | +97.8% |
| All | +1,788.2% | +207.2% | +1,581.1% | +861.7% |
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