+14,944.6%
MPWR vs USB
+319.8%
+14,624.8%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +1.9% | -7.0% | -5.9% |
| 7D | +4.1% | +2.4% | +1.7% | +2.9% |
| 30D | -14.8% | +6.6% | -21.4% | -17.5% |
| 3M | -5.4% | -4.1% | -1.3% | -4.0% |
| 6M | -19.6% | +12.5% | -32.1% | -24.8% |
| YTD | +39.8% | +17.6% | +22.2% | +28.3% |
| 1Y | +32.5% | +36.5% | -4.0% | +13.6% |
| 3Y | +161.4% | +95.4% | +66.0% | +91.8% |
| 5Y | +144.5% | +26.1% | +118.3% | +111.9% |
| 10Y | +1,682.6% | +101.3% | +1,581.3% | +1,091.2% |
| All | +14,944.6% | +319.8% | +14,624.8% | +7,189.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling