+146.5%
MPWR vs RMD
+57.4%
+89.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -1.7% | +6.9% | +5.8% |
| 7D | -1.7% | +2.3% | -4.1% | -2.8% |
| 30D | -16.5% | +4.1% | -20.6% | -18.5% |
| 3M | -12.3% | +5.7% | -18.0% | -15.3% |
| 6M | -27.7% | +12.9% | -40.6% | -33.1% |
| YTD | +32.0% | -1.5% | +33.5% | +30.9% |
| 1Y | +25.1% | -4.8% | +29.8% | +26.0% |
| 3Y | +146.5% | +57.5% | +89.0% | +101.9% |
| All | +146.5% | +57.4% | +89.1% | +101.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling