+294.2%
MPWR vs ROIV
+232.7%
+61.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.7% | +0.5% |
| 7D | -2.6% | +0.6% | -3.2% | -2.7% |
| 30D | -9.0% | +1.0% | -10.0% | -9.3% |
| 3M | -25.8% | +18.3% | -44.1% | -28.8% |
| 6M | +11.8% | +18.3% | -6.6% | +7.0% |
| YTD | +35.5% | +61.0% | -25.5% | +20.1% |
| 1Y | +45.3% | +177.9% | -132.6% | +12.8% |
| 3Y | +138.5% | +199.1% | -60.6% | +78.7% |
| 5Y | +152.8% | +250.7% | -97.9% | +67.8% |
| All | +294.2% | +232.7% | +61.6% | +180.5% |
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 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