+162.0%
MPWR vs URA
+32.3%
+129.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.0% | +2.5% | +11.5% | +12.5% |
| 7D | +2.2% | +0.3% | +1.9% | +2.5% |
| 30D | -2.1% | -14.8% | +12.7% | +8.0% |
| 3M | -1.6% | -25.3% | +23.7% | +16.6% |
| 6M | -14.9% | -39.9% | +25.0% | +14.3% |
| YTD | +50.5% | -22.4% | +73.0% | +70.7% |
| 1Y | +40.0% | -29.0% | +69.0% | +66.2% |
| 3Y | +175.0% | +41.0% | +134.0% | +98.8% |
| 5Y | +162.0% | +38.3% | +123.6% | +72.5% |
| All | +162.0% | +32.3% | +129.7% | +72.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling