+194.3%
MPWR vs TRU
+62.7%
+131.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +2.4% | +14.2% | +15.7% |
| 7D | +11.6% | +4.9% | +6.7% | +9.5% |
| 30D | +0.1% | +26.9% | -26.8% | -9.8% |
| 3M | -0.8% | +4.0% | -4.8% | -3.8% |
| 6M | -13.0% | +15.8% | -28.8% | -22.2% |
| YTD | +53.9% | -2.6% | +56.5% | +48.3% |
| 1Y | +45.8% | +3.9% | +42.0% | +33.9% |
| 3Y | +194.3% | +59.2% | +135.1% | +109.0% |
| All | +194.3% | +62.7% | +131.5% | +109.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 3y: compounded portfolio wealth divided by compounded TRU 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…
3y analysis · Full analysis span regression · 6 months rolling