+40.0%
MPWR vs USAR
-55.1%
+95.1%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -9.6% | +7.4% | 0.0% |
| 7D | +2.2% | -9.1% | +11.3% | +4.5% |
| 30D | -2.1% | -36.9% | +34.9% | +7.4% |
| 3M | -1.6% | -58.4% | +56.8% | +16.9% |
| 6M | -14.9% | -70.6% | +55.7% | +5.6% |
| YTD | +50.5% | -33.4% | +84.0% | +66.9% |
| 1Y | +40.0% | -54.0% | +94.0% | +58.2% |
| All | +40.0% | -55.1% | +95.1% | +58.2% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 1y: compounded portfolio wealth divided by compounded USAR 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…
1y analysis · Full analysis span regression · 6 months rolling