+125.2%
MPWR vs URI
+166.6%
-41.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.1% | +4.1% | +4.5% |
| 7D | -1.7% | -9.8% | +8.0% | +5.4% |
| 30D | -16.5% | +1.7% | -18.3% | -17.5% |
| 3M | -12.3% | -9.1% | -3.2% | -6.8% |
| 6M | -27.7% | +9.9% | -37.6% | -32.6% |
| YTD | +32.0% | +31.2% | +0.8% | +4.9% |
| 1Y | +25.1% | +25.9% | -0.8% | +2.4% |
| 3Y | +146.5% | +147.4% | -0.9% | +16.7% |
| All | +125.2% | +166.6% | -41.4% | -17.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling