+160.1%
MPWR vs ROIV
+433.0%
-272.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +4.6% | +12.0% | +15.4% |
| 7D | +11.6% | +13.3% | -1.7% | +8.2% |
| 30D | +0.1% | +14.8% | -14.6% | -3.3% |
| 3M | -0.8% | +11.9% | -12.7% | -4.3% |
| 6M | -13.0% | +42.4% | -55.4% | -21.3% |
| YTD | +53.9% | +87.4% | -33.5% | +29.0% |
| 1Y | +45.8% | +97.2% | -51.4% | +20.4% |
| 3Y | +194.3% | +375.7% | -181.4% | +95.5% |
| 5Y | +160.1% | +379.0% | -218.9% | +39.9% |
| All | +160.1% | +433.0% | -272.9% | +39.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling