+155.2%
MPWR vs RMD
-19.3%
+174.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +1.0% |
| 7D | -2.6% | -5.0% | +2.4% | -0.1% |
| 30D | -9.0% | +2.2% | -11.3% | -10.5% |
| 3M | -25.8% | +17.8% | -43.7% | -33.4% |
| 6M | +11.8% | -11.3% | +23.1% | +17.6% |
| YTD | +35.5% | -4.4% | +39.9% | +36.0% |
| 1Y | +45.3% | -15.7% | +61.0% | +56.7% |
| 3Y | +138.5% | +47.7% | +90.7% | +82.2% |
| All | +155.2% | -19.3% | +174.5% | +174.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling