+151.8%
MPWR vs USAR
-20.3%
+172.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.4% | +0.2% | -1.9% |
| 7D | +27.9% | +8.8% | +19.2% | +27.1% |
| 30D | +9.7% | -28.5% | +38.1% | +12.6% |
| 3M | +1.7% | -56.2% | +57.9% | +8.2% |
| 6M | -9.2% | -68.4% | +59.2% | -1.9% |
| YTD | +60.5% | -32.2% | +92.7% | +67.7% |
| 1Y | +52.0% | -52.3% | +104.3% | +60.0% |
| 3Y | +193.1% | -21.2% | +214.3% | +208.6% |
| All | +151.8% | -20.3% | +172.1% | +189.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling