+1,679.2%
MPWR vs TRV
+288.8%
+1,390.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.5% | -1.3% |
| 7D | -1.3% | +0.2% | -1.5% | -1.4% |
| 30D | -12.8% | -2.3% | -10.5% | -12.1% |
| 3M | -21.3% | +22.7% | -44.0% | -28.6% |
| 6M | +13.7% | +21.9% | -8.2% | +2.9% |
| YTD | +33.3% | +27.5% | +5.8% | +17.9% |
| 1Y | +41.3% | +36.2% | +5.1% | +20.8% |
| 3Y | +145.8% | +140.6% | +5.2% | +53.7% |
| 5Y | +155.6% | +154.5% | +1.1% | +49.9% |
| 10Y | +1,679.2% | +295.4% | +1,383.8% | +716.4% |
| All | +1,679.2% | +288.8% | +1,390.4% | +716.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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