+14,101.9%
MPWR vs RBA
+1,312.4%
+12,789.5%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -1.3% | +6.5% | +5.8% |
| 7D | -1.7% | +4.3% | -6.0% | -3.5% |
| 30D | -16.5% | +16.3% | -32.8% | -22.1% |
| 3M | -12.3% | +1.3% | -13.6% | -13.6% |
| 6M | -27.7% | -11.1% | -16.7% | -25.7% |
| YTD | +32.0% | -8.5% | +40.5% | +33.3% |
| 1Y | +25.1% | -2.1% | +27.2% | +22.7% |
| 3Y | +146.5% | +44.6% | +101.9% | +102.9% |
| 5Y | +126.0% | +36.8% | +89.2% | +86.1% |
| 10Y | +1,582.7% | +227.3% | +1,355.4% | +845.9% |
| All | +14,101.9% | +1,312.4% | +12,789.5% | +4,298.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling