+136.7%
MPWR vs U
+13.4%
+123.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.8% | +1.1% |
| 7D | -2.6% | -3.8% | +1.2% | -1.7% |
| 30D | -9.0% | +17.5% | -26.5% | -12.8% |
| 3M | -25.8% | +38.7% | -64.6% | -32.1% |
| 6M | +11.8% | +104.4% | -92.7% | -8.5% |
| YTD | +35.5% | -5.7% | +41.2% | +32.7% |
| 1Y | +45.3% | +3.7% | +41.6% | +36.0% |
| All | +136.7% | +13.4% | +123.3% | +85.0% |
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 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