+180.2%
MPWR vs RIO
+51.7%
+128.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.4% | -3.5% | -3.6% |
| 7D | +16.8% | -0.9% | +17.7% | +18.3% |
| 30D | +11.9% | -9.1% | +21.0% | +22.1% |
| 3M | +2.2% | -13.7% | +15.9% | +16.5% |
| 6M | -15.5% | -24.3% | +8.8% | +8.3% |
| YTD | +54.2% | +8.9% | +45.3% | +40.9% |
| 1Y | +51.5% | +22.7% | +28.8% | +23.2% |
| 3Y | +180.2% | +51.2% | +129.0% | +85.5% |
| All | +180.2% | +51.7% | +128.5% | +85.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling