+2,411.1%
MPWR vs TRU
+238.0%
+2,173.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -5.9% | +6.8% | +4.1% |
| 7D | -2.6% | -6.8% | +4.2% | +1.0% |
| 30D | -9.0% | 0.0% | -9.1% | -9.6% |
| 3M | -25.8% | +13.3% | -39.1% | -33.4% |
| 6M | +11.8% | +3.4% | +8.3% | +4.3% |
| YTD | +35.5% | -6.4% | +41.9% | +31.3% |
| 1Y | +45.3% | -9.7% | +55.0% | +41.5% |
| 3Y | +138.5% | +0.1% | +138.3% | +109.9% |
| 5Y | +152.8% | -34.0% | +186.8% | +185.1% |
| 10Y | +1,616.6% | +147.9% | +1,468.7% | +931.3% |
| All | +2,411.1% | +238.0% | +2,173.2% | +1,300.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling