+14,479.0%
MPWR vs UL
+501.2%
+13,977.8%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.9% |
| 7D | -2.6% | -1.3% | -1.2% | -1.9% |
| 30D | -9.0% | +0.5% | -9.5% | -9.5% |
| 3M | -25.8% | +17.6% | -43.4% | -33.5% |
| 6M | +11.8% | -5.4% | +17.1% | +12.5% |
| YTD | +35.5% | +0.7% | +34.8% | +31.4% |
| 1Y | +45.3% | -9.3% | +54.6% | +48.2% |
| 3Y | +138.5% | +24.5% | +113.9% | +98.0% |
| 5Y | +152.8% | +23.2% | +129.6% | +107.6% |
| 10Y | +1,616.6% | +64.5% | +1,552.1% | +1,057.7% |
| All | +14,479.0% | +501.2% | +13,977.8% | +4,205.9% |
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