+45.3%
MPWR vs UL
-8.6%
+54.0%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | -2.6% | -1.3% | -1.2% | -3.2% |
| 30D | -9.0% | +0.5% | -9.5% | -8.6% |
| 3M | -25.8% | +17.6% | -43.4% | -22.6% |
| 6M | +11.8% | -5.4% | +17.1% | +13.2% |
| YTD | +35.5% | +0.7% | +34.8% | +40.6% |
| 1Y | +45.3% | -9.3% | +54.6% | +56.1% |
| All | +45.3% | -8.6% | +54.0% | +56.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 1y: compounded portfolio wealth divided by compounded UL 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…
1y analysis · Full analysis span regression · 6 months rolling