+156.2%
MPWR vs RRC
+134.0%
+22.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.7% | -4.6% | -4.1% |
| 7D | +16.8% | +6.4% | +10.4% | +14.9% |
| 30D | +11.9% | +23.9% | -12.0% | +5.2% |
| 3M | +2.2% | +30.2% | -28.0% | -5.4% |
| 6M | -15.5% | +26.3% | -41.7% | -21.6% |
| YTD | +54.2% | +48.1% | +6.1% | +35.0% |
| 1Y | +51.5% | +37.7% | +13.8% | +35.2% |
| 3Y | +180.2% | +60.3% | +119.9% | +136.5% |
| All | +156.2% | +134.0% | +22.3% | +88.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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