+176.6%
MPWR vs RRX
+16.1%
+160.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +1.5% | +7.4% | +7.8% |
| 7D | +17.3% | +5.4% | +11.9% | +13.8% |
| 30D | +12.1% | +12.0% | +0.1% | +4.3% |
| 3M | +5.6% | +6.1% | -0.5% | +2.2% |
| 6M | -10.7% | -13.2% | +2.5% | -2.9% |
| YTD | +64.0% | +31.0% | +33.0% | +29.3% |
| 1Y | +55.9% | +38.8% | +17.2% | +17.1% |
| 3Y | +199.5% | +70.3% | +129.2% | +84.1% |
| 5Y | +176.6% | +15.5% | +161.0% | +118.5% |
| All | +176.6% | +16.1% | +160.5% | +118.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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