+1,865.4%
MPWR vs UL
+107.1%
+1,758.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.4% | -2.5% | -2.3% |
| 7D | +27.9% | -2.5% | +30.4% | +29.1% |
| 30D | +9.7% | +5.7% | +4.0% | +6.5% |
| 3M | +1.7% | +7.0% | -5.3% | -2.1% |
| 6M | -9.2% | +16.1% | -25.3% | -17.4% |
| YTD | +60.5% | +3.6% | +56.9% | +53.7% |
| 1Y | +52.0% | -1.4% | +53.4% | +48.7% |
| 3Y | +193.1% | +34.1% | +159.1% | +134.8% |
| 5Y | +167.3% | +32.0% | +135.3% | +111.3% |
| All | +1,865.4% | +107.1% | +1,758.3% | +1,210.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling