+155.2%
MPWR vs USFD
+215.8%
-60.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +1.1% |
| 7D | -2.6% | -3.0% | +0.4% | -0.9% |
| 30D | -9.0% | +3.5% | -12.6% | -11.1% |
| 3M | -25.8% | +26.6% | -52.4% | -37.2% |
| 6M | +11.8% | +11.7% | 0.0% | +2.5% |
| YTD | +35.5% | +38.1% | -2.6% | +5.8% |
| 1Y | +45.3% | +33.4% | +11.9% | +15.5% |
| 3Y | +138.5% | +155.8% | -17.4% | +20.1% |
| All | +155.2% | +215.8% | -60.7% | +15.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling