+1,791.8%
MPWR vs RCL
+381.8%
+1,410.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.9% | -3.0% | -2.5% |
| 7D | +2.2% | +8.5% | -6.3% | -0.4% |
| 30D | -2.1% | +20.4% | -22.5% | -7.7% |
| 3M | -1.6% | +11.0% | -12.6% | -5.2% |
| 6M | -14.9% | +24.9% | -39.8% | -21.5% |
| YTD | +50.5% | +23.9% | +26.7% | +37.7% |
| 1Y | +40.0% | +30.8% | +9.2% | +25.5% |
| 3Y | +175.0% | +270.4% | -95.4% | +80.6% |
| 5Y | +162.0% | +296.1% | -134.2% | +60.5% |
| 10Y | +1,791.8% | +375.0% | +1,416.8% | +955.4% |
| All | +1,791.8% | +381.8% | +1,410.0% | +955.4% |
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