+14,101.9%
MPWR vs UL
+518.1%
+13,583.8%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -2.5% | +7.7% | +6.5% |
| 7D | -1.7% | +1.1% | -2.9% | -2.7% |
| 30D | -16.5% | +8.2% | -24.7% | -20.6% |
| 3M | -12.3% | +4.5% | -16.8% | -15.4% |
| 6M | -27.7% | +12.6% | -40.3% | -34.4% |
| YTD | +32.0% | +3.5% | +28.5% | +24.8% |
| 1Y | +25.1% | -0.4% | +25.5% | +20.2% |
| 3Y | +146.5% | +36.0% | +110.5% | +92.9% |
| 5Y | +126.0% | +30.9% | +95.1% | +77.5% |
| 10Y | +1,582.7% | +97.5% | +1,485.2% | +910.6% |
| All | +14,101.9% | +518.1% | +13,583.8% | +3,990.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling