+1,921.6%
MPWR vs USFD
+375.5%
+1,546.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | -0.1% | +9.0% | +9.0% |
| 7D | +17.3% | -0.2% | +17.4% | +17.6% |
| 30D | +12.1% | +12.3% | -0.2% | +7.2% |
| 3M | +5.6% | -0.7% | +6.3% | +5.4% |
| 6M | -10.7% | +31.3% | -42.0% | -20.1% |
| YTD | +64.0% | +45.7% | +18.3% | +40.4% |
| 1Y | +55.9% | +52.1% | +3.8% | +31.3% |
| 3Y | +199.5% | +158.2% | +41.2% | +110.6% |
| 5Y | +176.6% | +213.8% | -37.2% | +82.5% |
| 10Y | +1,921.6% | +367.0% | +1,554.6% | +986.2% |
| All | +1,921.6% | +375.5% | +1,546.1% | +986.2% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD 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 10y: compounded portfolio wealth divided by compounded USFD 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…
10y analysis · Full analysis span regression · 6 months rolling