+156.8%
MPWR vs TRV
+156.0%
+0.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | -0.3% |
| 7D | -0.6% | +0.5% | -1.1% | -0.7% |
| 30D | -13.1% | -4.9% | -8.2% | -12.6% |
| 3M | -21.7% | +23.7% | -45.5% | -24.7% |
| 6M | +19.5% | +20.3% | -0.8% | +15.4% |
| YTD | +34.9% | +27.1% | +7.9% | +28.7% |
| 1Y | +42.0% | +35.3% | +6.6% | +33.2% |
| 3Y | +148.8% | +139.8% | +9.0% | +99.8% |
| 5Y | +156.8% | +153.9% | +3.0% | +103.0% |
| All | +156.8% | +156.0% | +0.8% | +103.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling