+1,921.6%
MPWR vs TRI
+221.6%
+1,700.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +0.4% | +8.5% | +8.8% |
| 7D | +17.3% | -7.2% | +24.4% | +19.7% |
| 30D | +12.1% | +4.4% | +7.7% | +8.1% |
| 3M | +5.6% | +4.5% | +1.1% | +0.2% |
| 6M | -10.7% | +23.7% | -34.4% | -26.5% |
| YTD | +64.0% | -14.4% | +78.3% | +66.8% |
| 1Y | +55.9% | -17.4% | +73.3% | +62.9% |
| 3Y | +199.5% | -11.0% | +210.5% | +178.9% |
| 5Y | +176.6% | +0.7% | +175.9% | +130.0% |
| 10Y | +1,921.6% | +224.0% | +1,697.6% | +687.1% |
| All | +1,921.6% | +221.6% | +1,700.0% | +687.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 10y: compounded portfolio wealth divided by compounded TRI 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…
10y analysis · Full analysis span regression · 6 months rolling