+176.6%
MPWR vs RCAT
+68.2%
+108.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +1.9% | +7.0% | +8.7% |
| 7D | +17.3% | +7.2% | +10.0% | +16.4% |
| 30D | +12.1% | -20.4% | +32.5% | +14.7% |
| 3M | +5.6% | -59.8% | +65.4% | +15.5% |
| 6M | -10.7% | -61.9% | +51.2% | -2.9% |
| YTD | +64.0% | -45.9% | +109.9% | +69.4% |
| 1Y | +55.9% | -50.5% | +106.4% | +61.5% |
| 3Y | +199.5% | +387.5% | -188.0% | +142.5% |
| 5Y | +176.6% | +70.9% | +105.7% | +146.5% |
| All | +176.6% | +68.2% | +108.3% | +146.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 RCAT 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