+1,632.7%
MPWR vs URA
+359.3%
+1,273.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | +0.1% | +0.4% |
| 7D | -2.6% | +1.1% | -3.7% | -3.2% |
| 30D | -9.0% | +7.4% | -16.4% | -12.6% |
| 3M | -25.8% | -8.4% | -17.4% | -22.4% |
| 6M | +11.8% | -12.7% | +24.5% | +19.0% |
| YTD | +35.5% | +7.8% | +27.7% | +28.1% |
| 1Y | +45.3% | +19.5% | +25.9% | +27.9% |
| 3Y | +138.5% | +116.4% | +22.0% | +48.8% |
| 5Y | +152.8% | +134.3% | +18.5% | +44.6% |
| All | +1,632.7% | +359.3% | +1,273.5% | +556.7% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 10y: compounded portfolio wealth divided by compounded URA 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…
10y analysis · Full analysis span regression · 6 months rolling