+471.5%
MPWR vs U
-31.4%
+502.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | -0.1% | +16.7% | +16.6% |
| 7D | +11.6% | +32.3% | -20.7% | +1.9% |
| 30D | +0.1% | +9.7% | -9.6% | -3.5% |
| 3M | -0.8% | +19.6% | -20.4% | -7.2% |
| 6M | -13.0% | +82.6% | -95.7% | -29.4% |
| YTD | +53.9% | +16.4% | +37.5% | +36.3% |
| 1Y | +45.8% | +28.5% | +17.3% | +24.6% |
| 3Y | +194.3% | +103.8% | +90.5% | +94.8% |
| 5Y | +160.1% | -70.0% | +230.2% | +169.1% |
| All | +471.5% | -31.4% | +502.9% | +359.0% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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