+1,542.6%
MPWR vs URI
+1,374.0%
+168.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.1% | +4.1% | +4.6% |
| 7D | -1.7% | -9.8% | +8.0% | +4.1% |
| 30D | -16.5% | +1.7% | -18.3% | -17.3% |
| 3M | -12.3% | -9.1% | -3.2% | -7.8% |
| 6M | -27.7% | +9.9% | -37.6% | -31.5% |
| YTD | +32.0% | +31.2% | +0.8% | +10.7% |
| 1Y | +25.1% | +25.9% | -0.8% | +7.2% |
| 3Y | +146.5% | +147.4% | -0.9% | +46.1% |
| 5Y | +126.0% | +179.7% | -53.7% | +23.7% |
| All | +1,542.6% | +1,374.0% | +168.7% | +373.2% |
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