+265.0%
MPWR vs ROIV
+248.8%
+16.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -4.2% | -6.1% | -9.3% |
| 7D | -5.6% | -2.4% | -3.2% | -5.1% |
| 30D | -23.2% | +3.1% | -26.3% | -23.8% |
| 3M | -15.8% | +5.8% | -21.6% | -17.6% |
| 6M | -28.5% | +29.3% | -57.9% | -33.5% |
| YTD | +25.5% | +68.8% | -43.3% | +9.1% |
| 1Y | +13.9% | +81.0% | -67.1% | -2.8% |
| 3Y | +134.6% | +294.6% | -160.0% | +67.2% |
| 5Y | +114.8% | +373.1% | -258.3% | +26.8% |
| All | +265.0% | +248.8% | +16.2% | +154.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling