+16,459.4%
MPWR vs RMD
+2,185.2%
+14,274.1%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +0.2% | +16.4% | +16.5% |
| 7D | +11.6% | +1.2% | +10.4% | +10.6% |
| 30D | +0.1% | +2.5% | -2.3% | -2.0% |
| 3M | -0.8% | +11.5% | -12.4% | -7.3% |
| 6M | -13.0% | +14.7% | -27.7% | -21.4% |
| YTD | +53.9% | -1.3% | +55.2% | +49.4% |
| 1Y | +45.8% | -5.3% | +51.1% | +44.1% |
| 3Y | +194.3% | +68.8% | +125.5% | +116.5% |
| 5Y | +160.1% | -5.9% | +166.0% | +149.3% |
| 10Y | +1,786.5% | +348.7% | +1,437.8% | +812.5% |
| All | +16,459.4% | +2,185.2% | +14,274.1% | +3,698.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling