+155.2%
MPWR vs RIO
+93.6%
+61.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.6% |
| 7D | -2.6% | 0.0% | -2.6% | -2.6% |
| 30D | -9.0% | +4.0% | -13.0% | -11.5% |
| 3M | -25.8% | +0.1% | -26.0% | -25.8% |
| 6M | +11.8% | +12.7% | -1.0% | +3.5% |
| YTD | +35.5% | +35.6% | -0.1% | +11.3% |
| 1Y | +45.3% | +73.7% | -28.4% | +2.0% |
| 3Y | +138.5% | +93.3% | +45.1% | +57.9% |
| All | +155.2% | +93.6% | +61.6% | +68.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling