+152.4%
MPWR vs U
+90.7%
+61.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +5.5% | -0.3% | +4.0% |
| 7D | -1.7% | +36.6% | -38.3% | -9.0% |
| 30D | -16.5% | +13.3% | -29.8% | -19.3% |
| 3M | -12.3% | +26.2% | -38.4% | -17.5% |
| 6M | -27.7% | +88.7% | -116.5% | -39.0% |
| YTD | +32.0% | +16.6% | +15.4% | +22.6% |
| 1Y | +25.1% | +29.0% | -3.9% | +12.2% |
| All | +152.4% | +90.7% | +61.7% | +80.7% |
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