+1,786.5%
MPWR vs RIO
+392.9%
+1,393.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +3.2% | +13.4% | +14.6% |
| 7D | +11.6% | +4.4% | +7.2% | +8.7% |
| 30D | +0.1% | -8.9% | +9.0% | +6.5% |
| 3M | -0.8% | -12.7% | +11.9% | +8.3% |
| 6M | -13.0% | -16.2% | +3.2% | -2.3% |
| YTD | +53.9% | +13.4% | +40.5% | +42.9% |
| 1Y | +45.8% | +30.9% | +14.9% | +23.7% |
| 3Y | +194.3% | +60.2% | +134.1% | +122.6% |
| 5Y | +160.1% | +98.9% | +61.2% | +67.8% |
| 10Y | +1,786.5% | +381.4% | +1,405.1% | +686.6% |
| All | +1,786.5% | +392.9% | +1,393.6% | +686.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 RIO 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