+134.3%
MPWR vs URI
+136.1%
-1.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -7.1% | -3.2% | -6.1% |
| 7D | -5.6% | -12.9% | +7.3% | +2.5% |
| 30D | -23.2% | -3.4% | -19.8% | -21.6% |
| 3M | -15.8% | -10.0% | -5.8% | -10.5% |
| 6M | -28.5% | +12.2% | -40.7% | -33.4% |
| YTD | +25.5% | +29.8% | -4.3% | +3.2% |
| 1Y | +13.9% | +24.6% | -10.7% | -3.7% |
| All | +134.3% | +136.1% | -1.8% | +28.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling