+14,479.0%
MPWR vs USB
+331.9%
+14,147.1%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +1.0% |
| 7D | -2.6% | +1.4% | -4.0% | -3.3% |
| 30D | -9.0% | -1.3% | -7.7% | -8.6% |
| 3M | -25.8% | +15.2% | -41.1% | -31.0% |
| 6M | +11.8% | +18.8% | -7.1% | +2.6% |
| YTD | +35.5% | +21.0% | +14.5% | +23.2% |
| 1Y | +45.3% | +34.0% | +11.3% | +26.1% |
| 3Y | +138.5% | +95.3% | +43.1% | +75.0% |
| 5Y | +152.8% | +40.4% | +112.4% | +109.4% |
| 10Y | +1,616.6% | +107.3% | +1,509.3% | +1,036.6% |
| All | +14,479.0% | +331.9% | +14,147.1% | +6,901.3% |
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