+114.8%
MPWR vs URI
+178.2%
-63.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -7.1% | -3.2% | -5.6% |
| 7D | -5.6% | -12.9% | +7.3% | +3.5% |
| 30D | -23.2% | -3.4% | -19.8% | -21.5% |
| 3M | -15.8% | -10.0% | -5.8% | -9.9% |
| 6M | -28.5% | +12.2% | -40.7% | -34.2% |
| YTD | +25.5% | +29.8% | -4.3% | +0.4% |
| 1Y | +13.9% | +24.6% | -10.7% | -6.2% |
| 3Y | +134.6% | +137.6% | -3.0% | +14.3% |
| 5Y | +114.8% | +176.6% | -61.8% | -23.2% |
| All | +114.8% | +178.2% | -63.4% | -23.2% |
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 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