+180.2%
MPWR vs U
+99.9%
+80.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +5.2% | -9.2% | -5.1% |
| 7D | +16.8% | +2.6% | +14.2% | +16.0% |
| 30D | +11.9% | +27.6% | -15.7% | +5.2% |
| 3M | +2.2% | +15.3% | -13.1% | -1.9% |
| 6M | -15.5% | +96.4% | -111.9% | -29.2% |
| YTD | +54.2% | +19.6% | +34.6% | +42.3% |
| 1Y | +51.5% | +42.1% | +9.3% | +32.2% |
| 3Y | +180.2% | +87.5% | +92.7% | +109.8% |
| All | +180.2% | +99.9% | +80.3% | +109.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling