+156.2%
MPWR vs UL
+33.5%
+122.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.1% | -5.0% | -4.1% |
| 7D | +16.8% | +1.1% | +15.7% | +16.6% |
| 30D | +11.9% | +4.5% | +7.4% | +10.7% |
| 3M | +2.2% | +6.5% | -4.3% | +0.6% |
| 6M | -15.5% | +18.2% | -33.7% | -20.3% |
| YTD | +54.2% | +4.7% | +49.5% | +51.3% |
| 1Y | +51.5% | +0.8% | +50.7% | +50.4% |
| 3Y | +180.2% | +35.9% | +144.3% | +135.0% |
| All | +156.2% | +33.5% | +122.7% | +111.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling