+144.5%
MPWR vs USB
+23.7%
+120.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +1.9% | -7.0% | -6.1% |
| 7D | +4.1% | +2.4% | +1.7% | +2.6% |
| 30D | -14.8% | +6.6% | -21.4% | -18.1% |
| 3M | -5.4% | -4.1% | -1.3% | -3.7% |
| 6M | -19.6% | +12.5% | -32.1% | -26.2% |
| YTD | +39.8% | +17.6% | +22.2% | +24.9% |
| 1Y | +32.5% | +36.5% | -4.0% | +8.3% |
| 3Y | +161.4% | +95.4% | +66.0% | +77.0% |
| 5Y | +144.5% | +26.1% | +118.3% | +113.2% |
| All | +144.5% | +23.7% | +120.8% | +113.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling