+1,632.0%
MPWR vs RCL
+335.6%
+1,296.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +1.0% | +0.9% |
| 7D | -2.6% | -5.1% | +2.5% | -1.0% |
| 30D | -9.0% | -19.0% | +10.0% | -2.9% |
| 3M | -25.8% | -9.6% | -16.3% | -23.8% |
| 6M | +11.8% | -6.7% | +18.4% | +13.3% |
| YTD | +35.5% | -3.9% | +39.4% | +34.9% |
| 1Y | +45.3% | -25.1% | +70.4% | +55.3% |
| 3Y | +138.5% | +179.1% | -40.7% | +72.0% |
| 5Y | +152.8% | +243.3% | -90.5% | +64.7% |
| All | +1,632.0% | +335.6% | +1,296.4% | +967.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 RCL 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