+17,540.7%
MPWR vs RMD
+2,212.3%
+15,328.4%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +1.9% | +7.0% | +8.0% |
| 7D | +17.3% | -0.8% | +18.1% | +17.8% |
| 30D | +12.1% | +1.7% | +10.4% | +10.3% |
| 3M | +5.6% | +6.4% | -0.8% | +1.1% |
| 6M | -10.7% | +20.7% | -31.4% | -21.1% |
| YTD | +64.0% | -0.2% | +64.1% | +58.3% |
| 1Y | +55.9% | -4.5% | +60.4% | +53.7% |
| 3Y | +199.5% | +70.5% | +128.9% | +119.4% |
| 5Y | +176.6% | -1.6% | +178.2% | +160.0% |
| 10Y | +1,921.6% | +342.7% | +1,578.9% | +883.1% |
| All | +17,540.7% | +2,212.3% | +15,328.4% | +3,926.9% |
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 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