+1,788.2%
MPWR vs URA
+266.3%
+1,522.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.6% | -2.3% | -3.1% |
| 7D | +16.8% | -1.5% | +18.4% | +18.3% |
| 30D | +11.9% | -10.4% | +22.3% | +19.3% |
| 3M | +2.2% | -29.6% | +31.8% | +23.3% |
| 6M | -15.5% | -40.3% | +24.8% | +11.1% |
| YTD | +54.2% | -25.5% | +79.7% | +77.9% |
| 1Y | +51.5% | -26.4% | +77.9% | +75.1% |
| 3Y | +180.2% | +31.4% | +148.8% | +128.6% |
| 5Y | +156.8% | +28.6% | +128.2% | +102.7% |
| All | +1,788.2% | +266.3% | +1,522.0% | +674.6% |
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