+40.0%
MPWR vs UL
-0.7%
+40.7%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.2% | -2.0% | -2.3% |
| 7D | +2.2% | +2.6% | -0.4% | +3.7% |
| 30D | -2.1% | +6.8% | -8.8% | +1.6% |
| 3M | -1.6% | +5.7% | -7.3% | +2.1% |
| 6M | -14.9% | +15.9% | -30.8% | -9.2% |
| YTD | +50.5% | +4.3% | +46.3% | +60.9% |
| 1Y | +40.0% | -0.4% | +40.4% | +47.7% |
| All | +40.0% | -0.7% | +40.7% | +47.7% |
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