+1,786.5%
MPWR vs RCL
+396.5%
+1,390.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +3.0% | +13.6% | +15.6% |
| 7D | +11.6% | +5.0% | +6.6% | +9.9% |
| 30D | +0.1% | +19.4% | -19.3% | -5.4% |
| 3M | -0.8% | +5.9% | -6.7% | -3.1% |
| 6M | -13.0% | +23.8% | -36.8% | -19.5% |
| YTD | +53.9% | +22.8% | +31.1% | +41.2% |
| 1Y | +45.8% | +34.3% | +11.6% | +29.6% |
| 3Y | +194.3% | +276.4% | -82.2% | +92.6% |
| 5Y | +160.1% | +281.6% | -121.4% | +60.9% |
| 10Y | +1,786.5% | +379.0% | +1,407.5% | +957.7% |
| All | +1,786.5% | +396.5% | +1,390.0% | +957.7% |
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