+14,101.9%
MPWR vs RIO
+950.0%
+13,151.9%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.7% | +4.5% | +4.9% |
| 7D | -1.7% | +2.2% | -4.0% | -2.7% |
| 30D | -16.5% | -10.1% | -6.4% | -12.9% |
| 3M | -12.3% | -14.1% | +1.9% | -6.8% |
| 6M | -27.7% | -18.9% | -8.8% | -21.2% |
| YTD | +32.0% | +9.9% | +22.1% | +27.8% |
| 1Y | +25.1% | +27.0% | -1.9% | +14.5% |
| 3Y | +146.5% | +50.1% | +96.4% | +113.8% |
| 5Y | +126.0% | +95.3% | +30.8% | +75.6% |
| 10Y | +1,582.7% | +425.9% | +1,156.8% | +819.8% |
| All | +14,101.9% | +950.0% | +13,151.9% | +4,870.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling