+155.2%
MPWR vs UEC
+274.7%
-119.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.6% | +0.8% |
| 7D | -2.6% | -6.9% | +4.4% | -0.8% |
| 30D | -9.0% | +7.6% | -16.7% | -11.2% |
| 3M | -25.8% | -18.4% | -7.4% | -22.8% |
| 6M | +11.8% | -23.3% | +35.0% | +16.5% |
| YTD | +35.5% | -1.2% | +36.7% | +31.3% |
| 1Y | +45.3% | +2.3% | +43.0% | +35.8% |
| 3Y | +138.5% | +162.3% | -23.8% | +62.0% |
| All | +155.2% | +274.7% | -119.5% | +49.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC 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 5y: compounded portfolio wealth divided by compounded UEC 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…
5y analysis · Full analysis span regression · 6 months rolling