+136.7%
MPWR vs RCL
+179.1%
-42.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +1.0% | +0.9% |
| 7D | -2.6% | -5.1% | +2.5% | 0.0% |
| 30D | -9.0% | -19.0% | +10.0% | +0.9% |
| 3M | -25.8% | -9.6% | -16.3% | -22.7% |
| 6M | +11.8% | -6.7% | +18.4% | +13.5% |
| YTD | +35.5% | -3.9% | +39.4% | +32.2% |
| 1Y | +45.3% | -25.1% | +70.4% | +62.9% |
| All | +136.7% | +179.1% | -42.3% | +14.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling