+136.7%
MPWR vs USB
+95.2%
+41.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +1.0% |
| 7D | -2.6% | +1.4% | -4.0% | -3.6% |
| 30D | -9.0% | -1.3% | -7.7% | -8.3% |
| 3M | -25.8% | +15.2% | -41.1% | -33.7% |
| 6M | +11.8% | +18.8% | -7.1% | -2.5% |
| YTD | +35.5% | +21.0% | +14.5% | +16.1% |
| 1Y | +45.3% | +34.0% | +11.3% | +15.2% |
| All | +136.7% | +95.2% | +41.6% | +44.0% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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