+1,679.2%
MPWR vs RIO
+605.0%
+1,074.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.2% |
| 7D | -1.3% | +1.0% | -2.2% | -1.9% |
| 30D | -12.8% | +4.0% | -16.9% | -15.1% |
| 3M | -21.3% | +4.5% | -25.8% | -23.5% |
| 6M | +13.7% | +17.3% | -3.6% | +3.2% |
| YTD | +33.3% | +36.2% | -2.9% | +10.1% |
| 1Y | +41.3% | +76.1% | -34.8% | -0.2% |
| 3Y | +145.8% | +102.5% | +43.3% | +61.1% |
| 5Y | +155.6% | +103.5% | +52.1% | +61.3% |
| 10Y | +1,679.2% | +619.2% | +1,060.0% | +527.7% |
| All | +1,679.2% | +605.0% | +1,074.3% | +527.7% |
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