+365.8%
MPWR vs U
-34.9%
+400.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | +14.9% | -25.2% | -14.6% |
| 7D | -5.6% | +24.3% | -29.9% | -12.3% |
| 30D | -23.2% | +8.6% | -31.8% | -25.8% |
| 3M | -15.8% | +37.6% | -53.4% | -24.7% |
| 6M | -28.5% | +78.5% | -107.0% | -41.6% |
| YTD | +25.5% | +10.5% | +15.0% | +12.7% |
| 1Y | +13.9% | +15.2% | -1.3% | +0.6% |
| 3Y | +134.6% | +76.6% | +58.0% | +62.2% |
| 5Y | +114.8% | -67.9% | +182.7% | +117.3% |
| All | +365.8% | -34.9% | +400.7% | +279.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling