+403.1%
MPWR vs U
-44.5%
+447.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.8% | +1.1% |
| 7D | -2.6% | -3.8% | +1.2% | -1.5% |
| 30D | -9.0% | +17.5% | -26.5% | -13.7% |
| 3M | -25.8% | +38.7% | -64.6% | -33.5% |
| 6M | +11.8% | +104.4% | -92.7% | -12.4% |
| YTD | +35.5% | -5.7% | +41.2% | +29.1% |
| 1Y | +45.3% | +3.7% | +41.6% | +32.0% |
| 3Y | +138.5% | +12.3% | +126.1% | +92.1% |
| 5Y | +152.8% | -68.8% | +221.6% | +159.9% |
| All | +403.1% | -44.5% | +447.6% | +334.9% |
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