+41.3%
MPWR vs RMD
-20.7%
+62.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.2% |
| 7D | -1.3% | -4.7% | +3.4% | -1.1% |
| 30D | -12.8% | +0.2% | -13.1% | -12.8% |
| 3M | -21.3% | +12.0% | -33.3% | -23.1% |
| 6M | +13.7% | -12.5% | +26.3% | +25.5% |
| YTD | +33.3% | -7.9% | +41.2% | +42.8% |
| 1Y | +41.3% | -20.4% | +61.7% | +71.4% |
| All | +41.3% | -20.7% | +62.0% | +71.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 1y: compounded portfolio wealth divided by compounded RMD 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…
1y analysis · Full analysis span regression · 6 months rolling