+52.0%
MPWR vs RMD
-4.0%
+56.0%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.4% | -2.5% | -2.1% |
| 7D | +27.9% | +0.1% | +27.8% | +27.9% |
| 30D | +9.7% | +1.9% | +7.8% | +10.1% |
| 3M | +1.7% | +6.3% | -4.6% | +2.7% |
| 6M | -9.2% | +18.2% | -27.5% | -8.1% |
| YTD | +60.5% | +0.3% | +60.2% | +75.0% |
| 1Y | +52.0% | -4.3% | +56.3% | +67.5% |
| All | +52.0% | -4.0% | +56.0% | +67.5% |
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