+1,921.6%
MPWR vs URI
+1,246.1%
+675.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +4.2% | +4.8% | +6.6% |
| 7D | +17.3% | +2.6% | +14.7% | +16.4% |
| 30D | +12.1% | +9.1% | +3.0% | +7.5% |
| 3M | +5.6% | +1.0% | +4.6% | +5.5% |
| 6M | -10.7% | +23.3% | -34.1% | -20.3% |
| YTD | +64.0% | +43.3% | +20.7% | +31.3% |
| 1Y | +55.9% | +35.9% | +20.0% | +28.5% |
| 3Y | +199.5% | +158.6% | +40.8% | +72.2% |
| 5Y | +176.6% | +213.1% | -36.5% | +41.6% |
| 10Y | +1,921.6% | +1,213.1% | +708.5% | +474.1% |
| All | +1,921.6% | +1,246.1% | +675.5% | +474.1% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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