+162.0%
MPWR vs RBA
+48.5%
+113.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.4% | -2.6% | -2.4% |
| 7D | +2.2% | +3.2% | -1.0% | +0.9% |
| 30D | -2.1% | +12.0% | -14.1% | -6.9% |
| 3M | -1.6% | +2.9% | -4.4% | -3.3% |
| 6M | -14.9% | -6.3% | -8.7% | -14.2% |
| YTD | +50.5% | -5.9% | +56.4% | +50.3% |
| 1Y | +40.0% | -3.9% | +43.9% | +38.3% |
| 3Y | +175.0% | +64.9% | +110.1% | +111.1% |
| 5Y | +162.0% | +48.5% | +113.5% | +110.3% |
| All | +162.0% | +48.5% | +113.5% | +110.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling