+1,865.4%
MPWR vs UDR
+53.3%
+1,812.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.2% | -0.9% | -1.6% |
| 7D | +27.9% | -2.4% | +30.3% | +29.4% |
| 30D | +9.7% | +6.7% | +3.0% | +5.9% |
| 3M | +1.7% | -1.8% | +3.5% | +2.1% |
| 6M | -9.2% | -1.8% | -7.5% | -9.9% |
| YTD | +60.5% | +2.5% | +58.0% | +54.8% |
| 1Y | +52.0% | +7.9% | +44.1% | +42.5% |
| 3Y | +193.1% | +25.1% | +168.1% | +152.9% |
| 5Y | +167.3% | -21.2% | +188.4% | +188.2% |
| All | +1,865.4% | +53.3% | +1,812.1% | +1,524.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UDR.
Daily Out/Under-Performance
Portfolio return minus UDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UDR 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 10y: compounded portfolio wealth divided by compounded UDR 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…
10y analysis · Full analysis span regression · 6 months rolling