+1,632.7%
MPWR vs URI
+1,179.9%
+452.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.8% | 0.0% |
| 7D | -2.6% | -2.0% | -0.6% | -1.6% |
| 30D | -9.0% | -12.9% | +3.9% | -2.2% |
| 3M | -25.8% | -6.7% | -19.1% | -23.2% |
| 6M | +11.8% | +19.0% | -7.2% | +0.4% |
| YTD | +35.5% | +25.5% | +10.0% | +16.5% |
| 1Y | +45.3% | +5.5% | +39.8% | +36.3% |
| 3Y | +138.5% | +111.3% | +27.1% | +54.0% |
| 5Y | +152.8% | +198.6% | -45.8% | +35.5% |
| All | +1,632.7% | +1,179.9% | +452.8% | +395.5% |
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