+284.0%
MPWR vs ROIV
+270.3%
+13.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +6.2% | -1.0% | +3.8% |
| 7D | -1.7% | +5.3% | -7.1% | -3.0% |
| 30D | -16.5% | +11.9% | -28.4% | -18.8% |
| 3M | -12.3% | +10.7% | -23.0% | -15.1% |
| 6M | -27.7% | +34.9% | -62.6% | -33.4% |
| YTD | +32.0% | +79.2% | -47.2% | +13.2% |
| 1Y | +25.1% | +89.0% | -63.9% | +5.7% |
| 3Y | +146.5% | +337.3% | -190.9% | +72.0% |
| 5Y | +126.0% | +402.3% | -276.3% | +31.6% |
| All | +284.0% | +270.3% | +13.7% | +164.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 10y: compounded portfolio wealth divided by compounded ROIV 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…
10y analysis · Full analysis span regression · 6 months rolling