+1,786.5%
MPWR vs RBA
+236.6%
+1,550.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +2.4% | +14.2% | +15.5% |
| 7D | +11.6% | +2.5% | +9.1% | +10.4% |
| 30D | +0.1% | +11.6% | -11.4% | -5.1% |
| 3M | -0.8% | +1.5% | -2.3% | -2.4% |
| 6M | -13.0% | -6.6% | -6.4% | -12.2% |
| YTD | +53.9% | -6.3% | +60.2% | +53.9% |
| 1Y | +45.8% | -4.0% | +49.8% | +44.1% |
| 3Y | +194.3% | +47.3% | +147.0% | +133.1% |
| 5Y | +160.1% | +47.7% | +112.5% | +99.8% |
| 10Y | +1,786.5% | +224.7% | +1,561.8% | +868.9% |
| All | +1,786.5% | +236.6% | +1,550.0% | +868.9% |
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