+25.1%
MPWR vs UPST
-47.3%
+72.4%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -1.1% | +6.3% | +5.4% |
| 7D | -1.7% | -4.9% | +3.2% | -1.0% |
| 30D | -16.5% | -8.9% | -7.7% | -15.3% |
| 3M | -12.3% | -26.3% | +14.0% | -7.9% |
| 6M | -27.7% | -23.7% | -4.0% | -24.5% |
| YTD | +32.0% | -49.9% | +81.9% | +40.2% |
| 1Y | +25.1% | -42.0% | +67.1% | +29.8% |
| All | +25.1% | -47.3% | +72.4% | +29.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UPST.
Daily Out/Under-Performance
Portfolio return minus UPST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPST 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 UPST 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