+156.2%
MPWR vs RCL
+292.5%
-136.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.4% | -4.3% | -4.1% |
| 7D | +16.8% | -1.2% | +18.0% | +17.6% |
| 30D | +11.9% | +17.8% | -6.0% | +3.3% |
| 3M | +2.2% | +4.9% | -2.7% | -0.9% |
| 6M | -15.5% | +23.7% | -39.2% | -24.9% |
| YTD | +54.2% | +17.8% | +36.4% | +36.7% |
| 1Y | +51.5% | +28.9% | +22.5% | +27.5% |
| 3Y | +180.2% | +241.9% | -61.7% | +43.8% |
| All | +156.2% | +292.5% | -136.3% | +15.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling