+42.0%
MPWR vs UPS
+25.9%
+16.1%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.3% | +0.1% |
| 7D | -0.6% | -2.1% | +1.5% | +0.1% |
| 30D | -13.1% | -2.3% | -10.7% | -12.4% |
| 3M | -21.7% | -5.2% | -16.5% | -20.9% |
| 6M | +19.5% | +1.4% | +18.1% | +16.7% |
| YTD | +34.9% | +6.1% | +28.8% | +30.4% |
| 1Y | +42.0% | +27.0% | +15.0% | +31.4% |
| All | +42.0% | +25.9% | +16.1% | +31.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UPS.
Daily Out/Under-Performance
Portfolio return minus UPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPS 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 UPS 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